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All Episodes
Episodes
How Financial Planning Helps Overcome Systemic and Structural Oppression with Kathleen Boyd
Today, Ed is joined by Kathleen Boyd, CFP®. She’s a Financial Planning and Process Coach with XY Planning Network, and a professor at Oklahoma State University. Listen in as Kathleen dives into the human element of...
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Why Financial Planners Need Their Own Financial Planner To Feel Financially Empowered with Kenneth White
Today, Ed is joined by Kenneth White, an Associate Professor of Personal & Family Financial Planning at the University of Arizona. Starting out as a CPA, Kenneth realized early in his career that while he loved...
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Unpacking The Book Mom and Dad, We Need To Talk: How To Have Essential Conversations with Your Parents About Their Finances with Author Cameron Huddleston
Today, Ed is joined by Cameron Huddleston, an author, speaker, and award-winning journalist with 20 years of experience writing about personal finance. The mom of three juggled the responsibilities of parenthood while...
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How Healthy and Happy Families Approach Estate Planning with Jen Gumbel
Today, Ed is joined by Jen Gumbel, an estate planning and probate attorney based in Minnesota. She established Organized (after)Life to change how people think about estate planning and legacy. Jen loves getting into...
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Equal Partners: Improving Gender Equity At Home with Kate Mangino
Today, Ed is joined by Kate Mangino, a gender expert who works to change harmful social norms through writing, training, and facilitation. She has 20+ years of experience working in the international development...
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How To Improve Your Financial Life With The Stages of Change with Jeremy Keil
Today, Ed is joined by Jeremy Keil, fellow financial planner and enthusiast of the psychology of motivational interviewing. Jeremy is here to teach us about the value of motivational interviewing and how he uses it to...
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Unlocking The The Millionaire Next Door and So Much More with Dr. Sarah Fallaw
Today, Ed is joined by Sarah Stanley Fallaw, Ph.D. She is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a company that provides technologically-enabled financial...
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When Our Financial Stories Change And We Invest In What Matters with Brittany Damico
Today, Ed is joined by ESG consultant Brittany Damico. She is the Director Of Business Development at Ethos ESG, a data and analytics provider catering to financial advisors, individual investors, and institutions....
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How To Restore Hope After Discovering Financial Lies In Your Intimate Relationships with Tracy Coenen
Today, Ed is joined by forensic accountant Tracy Coenen. She has over two decades of experience in accounting and investigations, and has personally investigated more than 500 frauds in a wide variety of...
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How Financial Therapy with Financial Planning Increases Financial Intimacy For Couples with Michael Reynolds
Today, Ed is joined by Michael Reynolds, a Certified Financial Planner™ and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. He is the...
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Grateful When Brene Brown Saves Your Life After Organ Failure with Julie Johnson
Today, Ed is joined by Julie Johnson, President, and CEO of XY Communication. Julie is certified in behavioral finance and her passion is “advocating for and empowering advisors, executives and/or any who are...
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How Therapy Can Evoke Passion For Our Financial Well-Being with Couples Therapist Jason Wasser
Today, Ed is joined by Jason Wasser. He’s a licensed marriage and family therapist and entrepreneurial expert based in Hollywood, FL. Jason is a practitioner of NET, a mind-body technique that finds and removes...
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