Healthy Love & Money: Financial Therapy, Intimacy, Conflict & Communication for Couples

Today, Ed is joined by Kathleen Boyd, CFP®. She’s a Financial Planning and Process Coach with XY Planning Network, and a professor at Oklahoma State University.   Listen in as Kathleen dives into the human element of financial planning, of what it means to navigate love and money.   As a queer black woman who grew up in public housing, she looks back on the intimidation she felt early in...

Today, Ed is joined by Kenneth White, an Associate Professor of Personal & Family Financial Planning at the University of Arizona.   Starting out as a CPA, Kenneth realized early in his career that while he loved the art of money, he hated cubicles. He tried his hand at an investment company before becoming a revenue agent with the IRS. Finally, he decided to pursue his dream of obtaining...

Today, Ed is joined by Cameron Huddleston, an author, speaker, and award-winning journalist with 20 years of experience writing about personal finance.   The mom of three juggled the responsibilities of parenthood while being caregiver for her own mom, who had Alzheimer’s disease. That experience made her realize how important it is for adult children to have conversations with their parents...

Today, Ed is joined by Jen Gumbel, an estate planning and probate attorney based in Minnesota. She established Organized (after)Life to change how people think about estate planning and legacy.   Jen loves getting into the family dynamics around estate planning, her superpower being her ability to help people walk through legal issues or reduce the legal to-do list they’ll leave for their lov...

Today, Ed is joined by Kate Mangino, a gender expert who works to change harmful social norms through writing, training, and facilitation.   She has 20+ years of experience working in the international development sector, writing and delivering curricula in over 20 countries on a range of issues.   Kate’s debut book, Equal Partners, looks at gender imbalances in our personal life and wha...

Today, Ed is joined by Jeremy Keil, fellow financial planner and enthusiast of the psychology of motivational interviewing. Jeremy is here to teach us about the value of motivational interviewing and how he uses it to help his clients move from preretirement into retirement!   Motivational interviewing, which Jeremy calls “a guided discussion about change,” is a powerful way to avoid the ofte...

Today, Ed is joined by Sarah Stanley Fallaw, Ph. D. She is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a company that provides technologically-enabled financial psychology tools to enhance wealth-building.   “We give you tools to understand your clients’ money mindset,” says Sarah regarding DataPoints’ mission. Listen in as she lays out the ba...

Today, Ed is joined by ESG consultant Brittany Damico. She is the Director Of Business Development at Ethos ESG, a data and analytics provider catering to financial advisors, individual investors, and institutions. The company helps with impact-focused lead generation, ESG data and research, personalized portfolio design, and tailored impact reports.   Brittany reflects on the personal journe...

Today, Ed is joined by forensic accountant Tracy Coenen. She has over two decades of experience in accounting and investigations, and has personally investigated more than 500 frauds in a wide variety of industries.   Tracy created the Divorce Money Guide, an online handbook which details the exact steps needed to uncover hidden financial fraud in cases of divorce.   She was inspired to...

Today, Ed is joined by Michael Reynolds, a Certified Financial Planner™ and owner of Elevation Financial , a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. He is the host of the weekly personal finance podcast called Wealth Redefined® .   Listen in as Michael reflects on his transition from owner of a digital marketing agency to financial pla...

Today, Ed is joined by Julie Johnson, President, and CEO of XY Communication. Julie is certified in behavioral finance and her passion is “advocating for and empowering advisors, executives and/or any who are struggling to create connection.”   Julie makes the case that without emotional trust—without embracing vulnerability and authenticity while interacting with your clients, prospects, or...

Today, Ed is joined by Jason Wasser. He’s a licensed marriage and family therapist and entrepreneurial expert based in Hollywood, FL.   Jason is a practitioner of NET, a mind-body technique that finds and removes neurological imbalances related to the physiology of unresolved stress. He’s the host of the You Winning Life Podcast .   Listen in as Jason does a deep dive into how our repres...

Today, Ed is joined by Natalie and Dan Slagle. Both are CFPs and part of the XY Planning Network, a community of fee-only advisors. The Slagles love working with couples in the financial planning process.   Natalie and Dan humbly embrace their responsibility as role models to couples looking to improve their shared relationship with money. They talk about the importance of each individual kno...

Today, Ed is joined by Ashley Quamme, a licensed marriage and family therapist specializing in Emotionally Focused Therapy (EFT).   Today’s conversation centers around attachment theory, which Ashley defines as “how our earlier relationships with our primary caregivers shaped how we think, feel, and do our intimate relationships.”   As a couples therapist, she has found that healing take...

Today, Ed is joined by Clifton Corbin. A self-proclaimed “financial literacy advocate,” Clifton provides resources for parents who are looking to get their kids “ready to manage in a world where the use of money is constant.”   Listen in as Clifton opens up about his own journey to financial literacy, including the money-related challenges he had to overcome as a husband and father.   Cl...

Today, Ed and Kaylin Dillon of Kaylin Dillon Financial dive into the rules and dynamics of prenuptials. Kaylin works primarily with people who are married and have existing prenuptials, but also frequently discusses the front end of them. She shares the personal and logistical elements that drew her to the field.   Oftentimes, prenuptial agreements are more complex than they might seem. ...

Today, Ed is joined by Daniel Kopp, a fee-only financial planner for widows and active-duty military personnel.   Listen in as Daniel talks about financial planning as an act of financial therapy. That is, using the planning process as a way to heal and nurture one’s relationship with money. To Daniel, “Financial therapy is about meeting the client where they are at and helping them overcome...

Today, Ed is joined by Megan Kopka. She’s a Certified Financial Planner® and a woman on a mission to help others move through their grief and financial planning.   Megan got her start in the industry in 2007 as a financial advisor, beginning at the grandeur of the large wire houses until her personal life led her to a small, local planning firm and from there, to an elite solo advisor working...

Today, Ed is joined by money coach and speaker Barbara Sloan. She is the founder of Tipped Finance, a personal finance media company that teaches financial principles to service industry professionals. She is the author of the 2022 bestselling book Tipped: the life changing guide to financial freedom for waitresses, bartenders, strippers and all other service industry professionals.   Barbara...

Today, Ed is joined by Tanja Diamond, Master Life Strategist, and Tantra Lineage Holder. She has over 45 years of unique worldwide education, extensive knowledge in thousands of subjects, and certifications in hundreds of modalities.   Her passion and expertise have inspired thousands to take the radical courage they need to live extraordinary lives by changing old patterns, healing anxiety,...

Today, Ed is joined by Bea Coté, President and Founder of IMPACT Family Violence Services, LLC as well as the nonprofit Step Up to Family Safety.   One glance at her storied career makes it obvious that Bea has a deep passion for helping families and individuals struggling with domestic violence. She initially worked in child protective services before making the transition to working with th...

Today, Ed is joined by financial therapist Sarah Swantner, founder of Black Hills Integrative Counseling & Coaching, LLC in South Dakota.   Sarah is trained in both personal finance and mental health counseling. For the first decade of her professional life, she worked as a mechanical engineer. After that, she spent another decade doing financial planning and began to deal with the emotio...

Today, Ed is joined by Cozy Wittman, Education and Partnership Manager at College Inside Track, who helps families navigate the complex college search process, find the right fit and decrease their student debt load.   “ Ten years ago,” says Cozy, “ if you had told me that I would be talking to people about how to think more creatively and strategically about how to pay for college, I would h...

Today, Ed is joined by Terri Lonowski, Founder of Soulful Listening®. Her five-component approach offers a roadmap for embodying evolutionary communication skills, one Soulful Listening® conversation at a time.   When applied to our lives, this process can ease feelings of loneliness, create fulfilling connections, and inspire greater potential. Terri is the founder and practitioner of the So...

Today, Ed is joined by Dr. Briana Nelson Goff, a professor in the Department of Applied Human Sciences at Kansas State University. Her clinical experience and research specialization is with primary and secondary traumatic stress symptoms in trauma survivor couples, families, and children, with a specific focus on military and disaster-related traumatic events.   Listen in as Dr. Goff does a...