Episode #137 “Why Everyone Could Use a Financial Therapist”

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Dr. Bruce Ross, Ph.D., AFC®, CFT-I™ | Assistant Professor | Accredited Financial Counselor® | Certified Financial Therapist-I™

BIO:

Dr. Bruce Ross, Ph.D., AFC®, CFT-I™, is an Assistant Professor in the Family Sciences Department at the University of Kentucky and serves as the Program Director for the Consumer Economics and Family Financial Counseling (CEF) undergraduate major program. He is an Accredited Financial Counselor® and a Certified Financial Therapist-I™.

Why You Should Listen:

In this episode, we sit down with Dr. Bruce Ross to discuss the impact of early money memories on our adult years. We explore the concept of financial socialization and what we need to understand about it to make meaningful financial changes. We also talk about the role of middle-aged couples in balancing financial demands and daily life, and how they can overcome these challenges in a healthy manner. Finally, we delve into the concept of financial identity and its role in our money stories, and Dr. Ross explains why money is just a representation of our values.

Highlights:

1. The impact of early money memories on our adult years
2. Understanding and overcoming limitations set by memorable money memories
3. What is financial therapy and why everyone can benefit from it
4. The concept of financial socialization and how it affects our financial decisions
5. Balancing financial demands and daily life, and overcoming these challenges in a healthy manner
6. The role of financial identity in our money stories
7. Why money is just a representation of our values.

LINKS:

Dr. Ross’ University Profile: CLICK HERE

Dr. Ross LinkedIn: CLICK HERE