Conversation with Your Financial Therapist - Erika Wasserman

In this episode, Rory speaks with Erika Wasserman, Certified Financial Therapist, keynote speaker, and author of Conversations With Your Financial Therapist, about how our earliest money experiences shape financial decisions throughout life. Discover what financial therapy really is and why money challenges are rarely about the numbers alone. Erika shares her MONEY framework for improving money conversations, explains how childhood “money moments” influence adult behavior, and outlines practical ways CPAs and advisors can help clients navigate emotionally charged topics like parenting, caregiving, divorce, and retirement transitions. They explore how better questions, storytelling, and compassion can deepen trust, reduce shame, and improve follow-through. Erika also discusses how professionals can identify when mindset work is needed and how financial therapists complement traditional advisory services. Want to know how improving money conversations can strengthen client relationships and outcomes? Find out in this insightful conversation with Erika Wasserman.