Podcast

Is Financial Advice Worth It? How It Really Impacts Your Money and Life

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With Dr. Sarah Asebedo | School Director | Researcher | Educator | Editor

Episode Summary:

In this episode, I sit down with Dr. Sarah Asebedo, a seasoned financial planner turned academic at Texas Tech University. We chat about how financial planning can truly change lives, focusing on the crucial bond between clients and advisors. Sarah introduces her Financial Planning Client Interaction Theory, highlighting how our personalities and emotions play into our financial choices. We also touch on teaching kids about money and how feeling good can lead to better financial decisions.

BIO:

Dr. Sarah Asebedo, Ph.D., CFP®, is a leading researcher, educator, and practitioner in financial planning, dedicated to bridging the gap between research and practice. Her work focuses on applying positive psychology to financial planning, financial behaviour change, and enhancing client-advisor relationships. Sarah’s research has been widely published in top journals and recognized with awards like the Montgomery-Warschauer Award and Investment News’ Top 40 Under 40. She is a past president of the Financial Therapy Association and holds a Ph.D. in Personal Financial Planning from Kansas State University.

Highlights:

The Heart of Financial Planning: It’s not just about numbers; it’s about helping people live better lives.
Defining True Value: Understanding what makes financial planning valuable is key to its growth.
Client-Adviser Dynamics: The quality of interactions can make or break financial success.
Holistic Engagement: Effective planning looks at all aspects of a client’s resources and goals.
Health Connections: There’s a strong link between financial health and overall well-being.
Personal Touch: Tailoring advice to individual personalities and emotions leads to better outcomes.
Teaching Money Skills: Hands-on learning is essential for kids to grasp financial concepts.

Connect with Dr. Sarah Asebedo:

Academic Profile: Texas Tech University
LinkedIn: Sarah Asebedo

On December 11, 2024 • By maslyks1

About maslyks1

As a Certified Financial Planner and plenty of learnings through the “school of hard knocks” my goal is to share my money relationship with others in the hopes it helps others to explore their own relationships.