Real Money, Real Experts

Getting to the heart of it: Understanding our clients’ values and money behaviors with Sarah Li-Cain


Listen Later

 On this episode of Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with Sarah Li-Cain, finance writer, podcast producer, and host of Beyond the Dollar.

As a journalist, Sarah speaks to an incredible variety of people, listening to how money intersects with their physical, mental, and spiritual health. In this episode, Sarah discusses how money affects the human condition and how, as financial counselors, we must work to understand the heart of our clients’ money behaviors. 

Remember, if you missed this year’s Symposium, you can still register for the on-demand recordings and access more than 50 hours of professional development content. Thank you to everyone who joined us!

 Show Notes:

00:52 Sarah’s Introduction
01:36 Sarah’s Journey into the Field
03:36 Finding the AFC®
07:58 “Money itself is only as important as what's going on in someone's life”
10:20 Beyond the Money
19:18 Values Based Spending & What is Enough for You
22:40 Sarah’s Two Cents

 
 Show Note links:

Connect with Sarah!
 
Twitter: @sarahlicain
Instagram: @beyondthedollar
LinkedIn: http://www.linkedin.com/in/sarahlicain
http://beyondthedollar.co
https://beyondthedollar.co/enough/
https://beyondthedollar.co/spending/


Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

...more
View all episodesView all episodes
Download on the App Store

Real Money, Real ExpertsBy AFCPE®

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

34 ratings


More shows like Real Money, Real Experts

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,170 Listeners

Nutrition Diva by QuickAndDirtyTips.com, Monica Reinagel

Nutrition Diva

1,709 Listeners

So Money with Farnoosh Torabi by Farnoosh Torabi

So Money with Farnoosh Torabi

1,947 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,483 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,526 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,450 Listeners

ChooseFI by ChooseFI

ChooseFI

5,088 Listeners

Woman Evolve with Sarah Jakes Roberts by Woman Evolve

Woman Evolve with Sarah Jakes Roberts

6,889 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,054 Listeners

How to Money by iHeartPodcasts

How to Money

3,175 Listeners

The Rachel Cruze Show by Ramsey Network

The Rachel Cruze Show

3,745 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,586 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,361 Listeners

The Financial Coach Academy® Podcast by Kelsa Dickey

The Financial Coach Academy® Podcast

101 Listeners

What We Spend by Audacy

What We Spend

633 Listeners