Wasserman: Have Better Money Conversations | Holistic Guide to Wealth Management
These delicate dialogues need structure, not spontaneity.
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By Rory Henry CFP®, BFA™
For CPA Trendlines
Money is one of the things that people think about most. Yet, most people aren’t comfortable discussing it openly.
In a new episode of Holistic Guide to Wealth Management, we sit down with Erika Wasserman, CFT, a certified financial therapist, keynote speaker, and author of “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Money Mindset,” to talk about why money conversations about are so often avoided and how advisors, families, and individuals can begin to change that dynamic.
Wasserman’s journey into financial therapy was shaped by personal experience. She grew up in a rare household where talking about money was normal. She earned a degree in finance from the University of Florida and began her career consulting with IBM. Over time, major life transitions, including international moves, marriage, divorce, and raising three children, have deepened her understanding of how financial decisions intersect with emotions, identity, and relationships.
