Embracing the Financial Wellness Journey: Here’s Where to Start
For a long time, financial planning was viewed as a sprint—to retirement, to homeownership, to the greatest accumulation of wealth. Read More
Financial Wellness
Financial wellness is a positive state of being resulting from a healthy relationship with money and the impact it has on other aspects of life. Financial professionals who understand the way finances are connected with physical, mental, spiritual, and relational health can have a greater impact by improving an individual’s overall wellbeing.
How Technology Supports Financial Literacy for Kids
As the Founder and Chief Education Officer of FinLit Tech, the latest episode of the eMoney original podcast That Makes Cents… Read More
Understanding Financial Wellness and How to Achieve It
As the host of season three of the eMoney original podcast, That Makes Cents, I have the opportunity to talk… Read More
Promoting Diversity to Improve Financial Education
As part of our ongoing focus on financial wellness, I recently moderated a panel discussion with four financial professionals where… Read More
That Makes Cents Season 3 Launch
We recently launched the third season of our original podcast “That Makes Cents.” This season’s listeners and viewers will gain… Read More
Psychology for Planners: How to Engage with Clients’ Financial Behavior
Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
Building an Advice Relationship Based on Financial Wellness
It’s a sad reality that most people are not proactively managing their financial lives. They often only turn to a… Read More
What Is a Financial Therapist?
Financial therapy sits at the intersection of financial advice and therapy, where its practitioners offer either financial guidance to address… Read More
Talking About Money
Talking about money is difficult no matter who’s participating in the conversation, but it can be especially challenging when family… Read More
Helping Clients Overcome Barriers to Financial Wellness
The journey to financial wellness takes time and should be viewed as a process. The challenges and barriers encountered will… Read More
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