financial therapist

In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Abbe Large from Lenox Advisors delve into the nuanced world of financial planning. Abbe, a dedicated professional, shares her profound insights and experiences navigating difficult financial realities while emphasizing the importance of empathy and understanding in wealth management. Unpacking the psychological nuances of clients' relationships with money, Abbe discusses the significance of addressing familial dynamics, legacy planning, and intergenerational wealth transfer. Discover how her personal journey caring for her father shaped her unwavering commitment to empower clients beyond financial figures.

KEY TAKEAWAYS

• The depth of empathy in financial planning: Abbe's approach emphasizes understanding clients' childhood relationships with money, fostering deep conversations to determine their financial behaviors and risk profiles.
• Facilitating difficult dialogues: From marital differences in financial outlooks to intergenerational wealth transfer, Abbe provides tools and language to aid clients in navigating emotional and complex discussions.
• The human side of wealth management: Abbe's personal experience caring for her father highlights the true value of financial products, allowing families to focus on love and support during challenging times.

QUOTES

• "I've married my intuitiveness with the mathematics of financial planning. They don't call me 'Dear Abbe' for nothing."
• "It's about understanding the 'why' behind decisions. Giving clients the tools to communicate is what really matters."
• "I have a whole new appreciation for the products that I show people because I know what it does. And if I had to worry about the money, it would suck even more."

Connect and learn more about Abbe Large in this link below.

• LinkedIn: https://www.linkedin.com/in/abbelarge/

If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Tune in to hear:

- What is Amanda’s story about her “$19k haircut” and how did it lead her down the path she’s on today?

- How did Amanda’s parents react to her financial situation when she finally decided to disclose it? Did this transform their relationship much?

- Amanda thinks that all financial problems should be approached with two premises in mind. What are these and how did she settle on them?

- What are family money scripts and what four pillars of family money scripts does Amanda set forth?

- Once someone has an awareness of their money script, where do they go next?

- Has Amanda noticed any patterns, correlated with geography or occupation, in the way that people think about and behave in regard to money?

https://amandaclayman.com

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Tune in to hear:

- Why does discussing money remain such a persistent taboo in our culture?

- Why is financial intimacy so critical and how can we work towards achieving it in our lives?

- How does financial intimacy, or intimacy more generally, relate to “feeling seen?”

- How can financial intimacy allow us to better see ourselves and unearth our personal money stories that have gone under our radar?

- We have a cognitive understanding that we can’t take our wealth with us when we die, but why is this so hard to understand in practice?

https://www.linkedin.com/in/MoneyandWellness

https://www.instagram.com/modomsolutions

Compliance Code: 0879-OAS-3/27/2023

Tune in to hear:

 - As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this unique discipline?

- What are the lines of demarcation between financial planning, financial therapy and traditional therapy? Should financial planners look to make referrals, when necessary, for financial therapists or is this a largely academic discipline?

- What’s a concrete example of a concern that is out of the scope of a traditional financial advisor’s practice but not necessarily appropriate for a psychologist either?

- What is solution-focused therapy and why did Dr. Archuleta find it to be particularly instrumental in a study she was doing?

- How can we encourage people to be a little more thoughtful about their goal setting process?

- What is “fuzzy trace theory” and what is its relationship to risk tolerance?

https://www.linkedin.com/in/kristy-archuleta-ph-d-lmft-cft-i-tm-273a5722

Compliance Code: 1047-OAS-6/15/2022

Lindsay Bryan-Podvin, is a financial therapist addresses the emotional and psychological side of money. 

Lindsay is the owner and founder of Mind Money Balance.  She is a biracial financial therapist who started her career in the field of mental health treatment and advocacy.

As the first financial therapist in Michigan, she combines financial literacy with the emotional and psychological side of money.

She is a published author of the Plutus-nominated book "The Financial Anxiety Solution," which helps people work through their anxiety when it comes to engaging with their money.

In this episode, coping with financial anxiety is addressed.  

Follow Dr. Sekandari on:
Instagram: https://www.instagram.com/dr_nafisa_sekandari
Facebook: https://www.facebook.com/dr.sekandari
Join private FB Group Transforming Anxiety: https://www.facebook.com/groups/transforminganxiety
Watch Video Recording on Youtube

To learn more about Dr. Sekandari's Transforming  Anxiety Course, a self paced, online course that helps you manage and control your anxiety from the comfort and privacy of your own home, visit https://www.transforminganxiety.com/course

In this episode, host Rhiannon Rosalind and CE’s in-house Financial Therapist, Aseel El-baba, explore the consequences of living in a society that relies on consumerism to survive. How do we allow our emotions to just be? How do we strike the need to numb ourselves with means that often involve money? How do we overcome impulsive shopping and become more intentional about our spending decisions? We unpack all of these important questions and more while offering tips and tools to support your expansive relationship with money.

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Join The Conscious Economics Movement https://www.consciouseconomics.ca/ 

Instagram @consciouseconomics 

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Keep up with Aseel @aseelbaba

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Thank you to our sponsor RBC InvestEase™. Backed by expert human advisors, RBC InvestEase™ is a smart online automated investing service that allows you to invest with low effort and low cost. Open your first RBC InvestEase™ account and pay no management fees for your first year. Plus, start investing with as little as $100. Simply visit https://www.rbcinvestease.com/ to sign up and use Promo Code AA407.

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Thank you to our sponsor CPP Investments, who manage a resilient, globally diversified portfolio to help ensure the Canada Pension Plan is there for generations to come. Learn more about their work here: https://www.cppinvestments.com/

In this episode, Conscious Economics’ in-house Financial Therapist, Aseel El-Baba, sheds light on the ways that many people manage their outflow of cash and create a budget to control expenses. While this is a crucial step, we must also consider our energetic relationship to money through the various income streams we have in our lives. This episode explores the importance of reflecting on the energy of money, both what comes in and what goes out.

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Join The Conscious Economics Movement https://www.consciouseconomics.ca/ 

Instagram @consciouseconomics 

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Keep up with Aseel @aseelbaba

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Thank you to our sponsor RBC InvestEase™. Backed by expert human advisors, RBC InvestEase™ is a smart online automated investing service that allows you to invest with low effort and low cost. Open your first RBC InvestEase™ account and pay no management fees for your first year. Plus, start investing with as little as $100. Simply visit https://www.rbcinvestease.com/ to sign up and use Promo Code AA407.

.

Thank you to our sponsor CPP Investments, who manage a resilient, globally diversified portfolio to help ensure the Canada Pension Plan is there for generations to come. Learn more about their work here: https://www.cppinvestments.com/

In this episode, we re-connect with our friend and organization partner, Sian Canavan, Head of RBC InvestEase. Sian helps us understand how a Robo-Advisor platform works, while lending  meaningful tips for investment beginners and those worried about market volatility. 

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Join The Conscious Economics Movement https://www.consciouseconomics.ca/ 

Instagram @consciouseconomics 

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Keep up with Sian @sian.canavan & @rbc

.

Thank you to our sponsor RBC InvestEase™. Backed by expert human advisors, RBC InvestEase™ is a smart online automated investing service that allows you to invest with low effort and low cost. Open your first RBC InvestEase™ account and pay no management fees for your first year. Plus, start investing with as little as $100. Simply visit https://www.rbcinvestease.com/ to sign up and use Promo Code AA407.

.

Thank you to our sponsor CPP Investments, who manage a resilient, globally diversified portfolio to help ensure the Canada Pension Plan is there for generations to come. Learn more about their work here: https://www.cppinvestments.com/

In this episode, Rhiannon Rosalind addresses the critical link between mental health and financial health, highlighting the disproportionate impact on victims of systemic racism and economic injustice. Rhiannon introduces Mindfulness + Money, a holistic financial literacy program piloted by the Jr. Economic Club of Canada to highlight real, lived experiences that contribute to financial wellness. Our trauma, failures, and upbringing may be part of our story but they do not define us.

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Join The Conscious Economics Movement https://www.consciouseconomics.ca/

Instagram @consciouseconomics 

.

Thank you to our sponsor RBC InvestEase™. Backed by expert human advisors, RBC InvestEase™ is a smart online automated investing service that allows you to invest with low effort and low cost. Open your first RBC InvestEase™ account and pay no management fees for your first year. Plus, start investing with as little as $100. Simply visit https://www.rbcinvestease.com/ to sign up and use Promo Code AA407.

.

 Thank you to our sponsor CPP Investments, who manage a resilient, globally diversified portfolio to help ensure the Canada Pension Plan is there for generations to come. Learn more about their work here: https://www.cppinvestments.com/

As humans, we are wired to want more. The desire for continuous growth and accumulation is leaving many of us sick, tired, and deeply unfulfilled. In this episode, we explore the concept of ‘enough’, posing deep reflection questions to help shift how we evaluate our wants and needs in accordance with our financial wellness goals. This week on the podcast our host Rhiannon Rosalind is joined by in house financial therapist, Aseel El-Baba.  

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Join The Conscious Economics Movement https://www.consciouseconomics.ca/

Instagram @consciouseconomics  

.

Thank you to our sponsor RBC InvestEase™. Backed by expert human advisors, RBC InvestEase™ is a smart online automated investing service that allows you to invest with low effort and low cost. Open your first RBC InvestEase™ account and pay no management fees for your first year. Plus, start investing with as little as $100. Simply visit https://www.rbcinvestease.com/ to sign up and use Promo Code AA407.

.

Thank you to our sponsor CPP Investments, who manage a resilient, globally diversified portfolio to help ensure the Canada Pension Plan is there for generations to come. Learn more about their work here: https://www.cppinvestments.com/

Some people hold themselves back from earning money because of a belief, either conscious or unconscious, that it isn’t spiritual to earn money. They may also believe that you can’t be a good person and be wealthy at the same time – that you somehow have to do something bad to become wealthy. Where do these beliefs come from and how can we overcome them? In this episode, we explore the dilemma of wealth and spirituality. We offer some reflection questions to support a mindset shift that can help you on your financial health journey.

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Join The Movement 

Website https://www.consciouseconomics.ca/

Instagram @consciouseconomics

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Thank you to our sponsor RBC InvestEase™. Backed by expert human advisors, RBC InvestEase™ is a smart online automated investing service that allows you to invest with low effort and low cost. Open your first RBC InvestEase™ account and pay no management fees for your first year. Plus, start investing with as little as $100. Simply visit https://www.rbcinvestease.com/ to sign up and use Promo Code AA407.

.

Thank you to our sponsor CPP Investments, who manage a resilient, globally diversified portfolio to help ensure the Canada Pension Plan is there for generations to come. Learn more about their work here: https://www.cppinvestments.com/

Join our Facebook Group: https://www.facebook.com/groups/707802490147161

Read more insights from John Hancock related to this episode: https://www.johnhancock.com/ideas-insights/podcast-episode-11.html

Welcome back to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households. 

Our relationship with money is often complex and to have a great relationship with it and a sense of success with it, we need to focus on more than just the practical side of managing it.    

There are psychological and behavioural drivers that play a huge role in our overall financial wellbeing and they have very close links to our mental health, our sense of self-worth and our deep-seeded money story.

We cover some big themes in this episode and explore why knowing something and doing something are worlds apart, how to put the brakes on self-sabotage, why we fall into traps such as ‘retail therapy’, how to tame our inner critic and very importantly how to adopt good habits that stick.

CREDITS

Host: Renae Vercoe

Producer: Rachael Hart

CONTACT US

Website: https://moneymode.com.au/savvy-mumma/

Savvy Mumma Facebook Group: Join us 

THIS WEEK'S GUEST:

Jane Monica-Jones

Jane Monica-Jones is Australia's leading Financial Therapist. She is a pioneer in the study of the psychological and behavioural management issues of us and money. Through her work Jane supports and repairs many of the maladaptive practice we have with finances, such as being unable to save or budget, gambling, overt financial risk, retail therapy, overspending and underearning.

https://www.janemonicajones.com/

In 2019 she released her latest book The Billionaire Buddha, which is a step-by-step guide to profoundly understanding our unique relationship with money.   

Book link: https://www.amazon.com/Billionaire-Buddha-Jane-Monica-Jones-dp-1719276722/dp/1719276722

You should know:

Savvy Mumma exists purely for educational purposes and the discussions we share are general in nature and do not consider your personal objectives, financial situation or needs. Therefore before acting on this information, consider its appropriateness and seek independent financial advice before committing to any personal investment.  Money Mode Advice Pty Ltd (ABN 29 627 492 791) is a corporate authorised representative, and Renae Vercoe is an authorised representative, of First Financial Pty Ltd (AFSL 481098, ABN 15 167 177 817).

See omnystudio.com/listener for privacy information.