Does every money conversation in your house end in a fight? Do you leave financial meetings feeling good, then go home and do nothing?

The problem might not be your finances. It might be your relationship with them.

Erika Wasserman, founder of Your Financial Therapist and one of a small number of certified financial therapists in the country, breaks down what financial therapy actually is and why it matters. She explores how childhood money stories shape adult behavior, how shame keeps people stuck, and how couples, individuals, and professionals can start having the conversations that lead to real change.

Listen in as Erika examines the emotional architecture behind money decisions, offering practical tools and frameworks that help listeners move from avoidance and shame to awareness, action, and lasting financial confidence.

What You’ll Learn:

• What financial therapy is and how it differs from traditional financial planning.
• How childhood money stories become patterns that shape financial behavior.
• How the emotional side of money shows up at work, in negotiations, and elsewhere.
• Why 90% of financial decisions are emotional (and what to do about it).
• The Money Mindset Method: a five-step framework for productive money conversations.
• How to tell if you are a "how" or a "wow" person and why it changes how you plan.

Ideas Worth Sharing:

• “90% of financial decisions are emotional, 10% are logical.” - Erika Wasserman
• "Every single person has made a financial mistake. Let that shame go, and let's start thinking about how you build the confidence to make better decisions." - Erika Wasserman
• "A plan doesn't fail; people fail. And so we need the people involved to keep you on track, to keep the conversation going, and to give you those check-ins." - Erika Wasserman

Resources:

• Erika Wasserman: Website | LinkedIn | Facebook | YouTube | Instagram
• Genevieve George: Website | LinkedIn
• Conversations with Your Financial Therapist by Erika Wasserman
• Let’s Talk Finances: Divorce Edition | Conversation Cards
• Let’s Talk Finances: Couple’s Edition | Conversation Cards

Connect with Us:

If you're ready to stop avoiding your finances and start building the future you deserve, schedule a free call with me at pelicanfinancialplanning.com and let’s create your personalized financial plan together.

And if you want ongoing guidance, clarity, and confidence as you grow your wealth, subscribe to our newsletter for financial insights delivered right to your inbox.