Financial Therapy with Wendy Wright

Regina McCann Hess, CFP®, CDFA® |

Today we are joined by financial therapist Wendy Wright, who will be sharing insight into what it means to have a healthy mindset when it comes to money. She offers interesting points on how disordered management of money can lead to serious life disruption, as well as how to deal with financial shame and money anxiety.

Listen in to hear about mental health (and its relationship with money), what you can do to better manage and balance finances throughout your life, and more. Wendy also gives us a glimpse into her career in finance and therapy, shedding light on the ways that a financial therapist helps people navigate their money issues without shame or judgment.

 

Listen To The Episode Here:

What You’ll Learn:

  • The role that a financial therapist plays.
  • How to know if you may have a money disorder.
  • The first things a financial therapist will look into when working with someone.
  • How financial shame shows up and how to combat it.
  • Common thoughts and issues that come up with money.
  • Resources available to help people navigate money.
  • Wendy's journey as a female in her career.
  • Her vision for retirement.

Ideas Worth Sharing:

  • “The way I describe a disorder is: ‘How much is it interrupting your life?’ And if money is interrupting your life, then we need to talk.” - Wendy Wright
  • “I hear people break out of shame around money every day.” - Wendy Wright
  • “Small shifts make a big difference—they really do.” - Wendy Wright

Resources:

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