Send us Fan Mail Are you making financial decisions consciously, or being nudged by forces you do not see? On this episode, I speak with Ceres Chua, Money Psychologist and Financial Coach about the hidden psychology shaping our financial decisions. We explore how unconscious biases, money scripts, and marketing language influence the way we think about spending, saving, and sufficiency. Key Takeaways 🔹 Much of our financial decision-making happens at a subconscious level. 🔹 Market...
May 28
44 min
Send us Fan Mail With the right financial plan and clear intention, your goals become achievable, not abstract. On this episode, I speak with Dr. Severine Bryan, Accredited Financial Counselor and host of The Dr. Sev Talks Money Podcast about how our money story shapes our decisions, how to process financial setbacks without shame, and why community, clarity, and a plan can help turn goals into reality. Key Takeaways: 🔹 Financial success is rooted in intention. 🔹 The way we were sociali...
May 26
32 min
Send us Fan Mail When control shapes financial decisions, listening becomes the most important tool we have. In Part 2, I spoke with Joy Slabaugh, CFP, about how advisors and advocates can thoughtfully respond when they suspect a power imbalance is shaping financial decisions. 🔹 Financial abuse is controlling someone’s ability to acquire, use, or maintain economic resources. 🔹 Advisors should be curious and let clients describe their experience in their own words. 🔹 Focus on a...
May 22
34 min
Send us Fan Mail Financial abuse often begins quietly, with small patterns of control that slowly reshape someone’s financial agency. In part one of this two-part episode, Joy Slabaugh, CFP® and I explore what financial abuse is, how it shows up in relationships, and what advisors and families should be listening for. Key Takeaways 🔹 Financial abuse is about control, using money to limit another person’s autonomy. 🔹 It often begins subtly and develops gradually over time. 🔹 Many abusive r...
May 19
31 min
Send us Fan Mail AI is moving fast. The real question isn’t whether it will replace jobs. It’s which skills will still matter. In this episode, Chris Heye and I explore how AI may reshape financial planning, why communication and coaching are rising in importance, and what advisors must develop to stay relevant in the next 3–5 years. 🔑 Key Takeaways 🔹Most technologies create more jobs than they destroy, but AI’s speed makes this moment different. 🔹AI may not replace advisors, but it can r...
May 15
46 min
Send us Fan Mail Long-term care will impact most families, the question is whether you plan for it or react to it. In this episode, Nathan Sanow breaks down what long-term care really means, how insurance works as a leverage tool, and why planning early protects both dignity and relationships. Key Takeaways 🔹 Everyone needs a long-term care plan whether or not it includes insurance. 🔹 Medicare and traditional health insurance do not cover most long-term care costs. 🔹 Long-term care insu...
May 12
37 min
Send us Fan Mail Philanthropy is more than writing a check, it’s an opportunity to shape the world you want to live in. In this episode, Deborah Goldstein, Philanthropic Advisor and Founder of Enlightened Philanthropy, shares how philanthropy becomes a reflection of your values, your legacy, and your vision for the future. Key Takeaways 🔹 Philanthropy is an opportunity to create the world you want to live in. 🔹 Giving starts with your values and aligns best when it reflects who you are....
May 8
35 min
Send us Fan Mail Investing confidence begins with asking better questions and taking consistent action. In this conversation, Diana Perkins shares how curiosity, emotional regulation, and asking better questions can shift you from reactive to confident, especially for women who’ve been conditioned to stay on the sidelines. Key Takeaways 🔹Curiosity builds investing confidence by shifting you from reacting to responding. 🔹Women are often conditioned away from investing, even though ...
May 5
39 min
Send us Fan Mail Money decisions are rarely just about numbers. They’re shaped by identity, lived experience, values, and psychology, especially for people who are highly sensitive or hold marginalized identities. In this conversation, Diana Yanez, Certified Financial Planner and host of the Highly Sensitive Money Podcast explores how understanding who you are and what you care about can help you build a healthier, more values-aligned relationship with money. 🔹 Aligning money and work with yo...
May 1
40 min
Send us Fan Mail Retirement today looks nothing like it did a generation ago. With fewer pensions, longer lifespans, and more personal responsibility, the real question isn’t when you retire, it’s who you become next. In this conversation, Joy Levin, Certified Professional Retirement Coach reframes retirement as an encore chapter; one rooted in values, meaning, community, and intentional experimentation. Key Takeaways 🔹 Retirement is an opportunity, not a finish line. 🔹 People want greater ...
Apr 28
28 min
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