Financial Planner Life Podcast

Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis


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In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it.

Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, scarcity, or self-worth, these emotional drivers often get in the way of good financial decision-making. 

We discuss:

  • Why childhood money stories influence adult financial behaviour
  • How money shame blocks clients from implementing advice
  • Why planners must understand their own money beliefs first
  • The power of creating emotional safety in client conversations
  • Tools and training to help financial planners explore money coaching

If you're a financial planner who wants to build deeper trust, improve client outcomes, and bring more human connection into your advice process - this one's for you.

🔗 Learn more about Dennis and Cambridge Money Coaching:
https://www.cambridgemoneycoachinguk.com/

📌 Subscribe to the channel for more career insights from the world of financial planning.
👍 Like this video if it made you think differently about client conversations.
🗣 Drop a comment — what’s your first memory of money?

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl


Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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Financial Planner Life PodcastBy Sam Oakes

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