16. Financial Therapy vs Financial Planning with guest Dr. Preston Cherry

Have you ever wondered why you make the financial decisions you make? Or what has influenced your relationship with money?

In this episode, Malcolm Ethridge is joined by Dr. Preston Cherry, president elect of the Financial Therapy Association and founder of Concurrent Financial planning , as they unpack the key differences between financial therapy and financial planning. The pair talk through ways to better understand your money mindset and how your thoughts and beliefs impact the way you interact with your money.   

In this episode, we discuss:

  • What financial therapy is and how it works  
  • The training required to help financial therapists better understand their clients 
  • How to discover your money mindset  
  • Ways financial therapists help clients move past a negative mindset 
  • How financial stress can impact your professional life  
  • And more!

Tune in to hear the benefits of understanding your money mindset.

Resources: MalcomEthridge.com | Malcolm Ethridge | Malcolm’s Blog | Malcolm on Twitter | Dr. Preston Cherry | Concurrent Financial Planning 

Disclosures:

The information provided is for educational and informational purposes only, does not constitute investment advice, and should not be relied upon as such. It should not be considered a solicitation to buy or an offer to sell a security. The views expressed in this commentary are subject to change based on market and other conditions. This writing may contain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Investments in securities and insurance products are: NOT FDIC-INSURED | NOT BANK-GUARANTEED | MAY LOSE VALUE

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