80: Reinventing Money Talks: Emotion, Accountability, and Retirement Planning with Erika Wasserman

Take Back Retirement

“You'll start seeing some things that are really helping you in life and some that are hurting you. And when you don't have an outlet or a way to review these things, we stay to our consistent habits just like with our diet.”

Dive into the world of financial therapy with our guest, Erika Wasserman. Fully 81% of Americans were taught not to talk about money, and that has a profound impact on emotional well-being and relationships. Join us as Erika shares both her personal journey and practical advice on navigating the complexities of financial silence, and find out how she empowers individuals to break free from its shackles. Are you ready to explore the key to trust, harmony, and financial well-being?

When it comes to managing finances, an accountability partner can be a game-changer. Erika helps us understand the traits that make a perfect accountability partner. This person needs to be invested in your successes, hold you accountable when you trip up, and be your partner in devising innovative solutions.

Retirement planning can be an emotional journey - one in which money, feelings, and values are intricately linked. Erika leads us through a visualization exercise, and encourages that instead of struggling with a rigid budget, we instead think about a 'Yes Plan' - a prioritization of expenses that vibe with our own values.

Let this episode inspire you to curate a clear vision for your retirement, setting you up for a fulfilling future. Tune in now for a transformative financial journey.

Key Topics:

• Intro to Erika Wasserman (01:07)
• “Wait, there’s a field called Financial Therapy?!” (02:35)
• Three Ways We Get Our Money Beliefs (06:34)
• Finding an Accountability Partner for Financial Success (07:24)
• Financial Infidelity and Accountability in Relationships (12:26)
• “Let’s Talk About Finances, Baby!” Card Deck (17:25)
• Retirement Planning and Prioritizing Spending Obligations (20:39)
• Retirement Planning Sensory Exercises (24:52)
• Financial Habits and Therapy (30:43)
• The Money Egg (31:55)
• Stephanie and Kevin’s Wrap-Up (35:48)

Resources:

• YourFinancialTherapist.com
• Email [e-mail] and mention TAKE BACK RETIREMENT for $50 off the Money Egg Exercise mentioned at 31:45 of episode
• “Let’s Talk About Finances, Baby!” Card Deck
• Erika on LinkedIn, Instagram, Facebook @yourfinancialtherapist

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You can find the transcript and more information about this episode at www.takebackretirement.com.

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