Great Decisions, Incredible Lives

Episode 23 Building Trust and Financial Transparency


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How does financial infidelity manifest within relationships, and what are its repercussions?


📖Stephanie Zepeda, Ph.D., LMFT-S, a marriage and family therapist specializing in financial therapy, shares her insights on the unique blend of financial planning and psychotherapy. With a Ph.D. in marriage and family therapy and a Texas licensure, she offers a compassionate approach to help couples navigate financial challenges, especially during retirement planning. Zepeda practices in Houston, Texas, through her business, Financial Therapy Texas, offering in-person and online consultations. Her mission is to foster financial harmony and emotional well-being in couples, leveraging her dual expertise to address the psychological aspects of financial issues.



🔑 Key Takeaways:

💡 Merging financial planning with psychotherapy addresses financial challenges with a psychological perspective.

💬 Creating a safe space for discussing financial anxieties and dreams is essential.

🌟 Individualized strategies respect each couple's unique situation.

🧠 Psychological underpinnings of financial behaviors are key to understanding.

🎯 Setting realistic financial goals is crucial for success.

🤗 A supportive environment fosters financial and emotional growth, emphasizing the importance of communication, understanding generational differences in financial attitudes, and promoting a balanced mindset towards money.



🎧 Tune in Information: To dive deeper into Stephanie Zepeda's insights and explore the intricacies of financial therapy, make sure to listen to her podcast episode for a comprehensive understanding of how financial harmony can be achieved in relationships. Visit the website: https://www.financialtherapytexas.com/

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Great Decisions, Incredible LivesBy John Creekmur

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