Financial Therapy

Financial Therapy

An interview with Lindsay Bryan-Podvin, LMSW, about therapists talking about money with their clients. Curt and Katie talk with Lindsay about what therapists miss if they don’t bring money into the room. We look at the importance of financial therapy both for clients who are struggling financially as well as for clients who might be making more than you (and everyone in between).

It’s time to reimagine therapy and what it means to be a therapist. To support you as a whole person and a therapist, your hosts, Curt Widhalm and Katie Vernoy talk about how to approach the role of therapist in the modern age.

Interview with Lindsay Bryan Podvin, LMSW, Financial Therapist

Lindsay Bryan-Podvin is a biracial financial therapist, speaker, and author. As the first financial therapist in Michigan, she combines financial literacy with the emotional and psychological side of money. She’s passionate about helping couples and individuals learn how to have a healthy relationship with money by removing shame from it. She helps her clients navigate financial wellness in a way that works for them.

In this episode we talk about:

  • Talking about money in the therapy room beyond budgeting
  • How frequently therapists avoid talking about money
  • Bias that therapists bring into the room around money
  • The challenge therapists face when money becomes an issue in session
  • How money issues come up for people who have money (not just people who have a lack of money)
  • The irony of therapists being told we shouldn’t make money
  • Myths surrounding financial therapy
  • Therapists already have the skills they need to do this work
  • The Four Financial Archetypes that Lindsay adapted from Dr. Brad Klontz’s work
  • The work needed to address your Financial Archetype
  • The types of conversations that can happen when you open up money as a topic of conversation in therapy
  • Looking at cultural and gender roles within the money conversation
  • The intervention of “money dates”
  • The importance of recognizing limitations in talking about money

Our Generous Sponsors:

Hushmail

Hushmail and Hush Secure Forms take the guesswork out of secure communications by providing encrypted email, web forms, and e-signatures all in one package. During a time when limiting contact is necessary to protect our clients’ health, using secure email and web forms to communicate is more important than ever. Now’s the perfect time to move your paper forms and PDFs to HIPAA-compliant, digital forms that your clients can easily fill out. You can send them through secure email or put them on your website. Hush Secure Forms makes emailing securely with your clients and using HIPAA-compliant web forms very easy. You can start with one of their form templates and customize it to reflect your practice or use their drag-and-drop form builder to build beautiful forms from scratch. No need for extra services to get your forms signed; Hushmail provides email, web forms, and e-signatures that work seamlessly together in one package to get the job done. Great for contact forms, health histories, client experience surveys, referrals, and screenings. Among other popular forms, Hushmail’s template directory includes a COVID-19 screening questionnaire and several screening forms such as the PHQ-9 depression screening and the GAD-7 anxiety screening, which calculate a score upon completion.

And as a Modern Therapist Survival Guide Listener, you get a 10 percent lifetime discount. Just go to hushmail.com/therapyreimagined and sign up for the Hushmail for Healthcare plan that suits your practice. Hushmail has a plan for everyone!

 

Kelly & Miranda – ZynnyMe

Do you ever wish there was someone who could really tell you what the right path is for YOU in private practice so you could avoid wasting time and energy and get to what you love- helping clients? Kelly & Miranda of ZynnyMe are two therapists who just that!

They don’t get you cookie-cutter solutions that work for some people- instead they teach you a process that works for everybody.

Kelly & Miranda of ZynnyMe have been helping therapists from across the country and around the world grow, revamp, and launch profitable private practices that really help people- while also making sure therapists’ lives stay in balance. Their award-winning and multiple time sell-out Business School Bootcamp for Therapists is the largest private practice resource on the planet and will transform your life and business whether you are 20+ years in, or you are starting from scratch. They have the largest collection of free private practice resources for therapists – go to ZynnyMe.com today and sign up for their free Marketing Masterclass COVID edition and get access to 10+ hours of free training AND a free community for therapists that is NOT on Facebook!

Resources mentioned:

We’ve pulled together resources mentioned in this episode and put together some handy-dandy links. Please note that some of the links below may be affiliate links, so if you purchase after clicking below, we may get a little bit of cash in our pockets. We thank you in advance!

Lindsay’s Website: https://www.mindmoneybalance.com/

Lindsay’s Course: https://mindmoneybalance.com/podcast

Lindsay’s Book: The Financial Anxiety Solution

Dr. Brad Klontz – Financial Therapy

Relevant Episodes:

Making Bank as a Therapist

In it for the Money

Asking for Money

The 4-1-1 on Your 401K

Connect with us!

Our Facebook Group – The Modern Therapists Group

Get Notified About Therapy Reimagined Conferences

Our consultation services:

The Fifty-Minute Hour

Who we are:

Curt Widhalm is in private practice in the Los Angeles area. He is the cofounder of the Therapy Reimagined conference, the CFO of the California Association of Marriage and Family Therapists, an Adjunct Professor at Pepperdine University, a former Subject Matter Expert for the California Board of Behavioral Sciences, and a loving husband and father. He is 1/2 great person, 1/2 provocateur, and 1/2 geek, in that order. He dabbles in the dark art of making “dad jokes” and usually has a half-empty cup of coffee somewhere nearby. Learn more at: http://www.curtwidhalm.com

Katie Vernoy is a Licensed Marriage and Family Therapist, coach, and consultant supporting leaders, visionaries, executives, and helping professionals to create sustainable careers. Katie, with Curt, has developed workshops and a conference, Therapy Reimagined, to support therapists navigating through the modern challenges of this profession. Katie is also Past President of the California Association of Marriage and Family Therapists. In her spare time, Katie is secretly siphoning off Curt’s youthful energy, so that she can take over the world. Learn more at: http://www.katievernoy.com

A Quick Note:

Our opinions are our own. We are only speaking for ourselves – except when we speak for each other, or over each other. We’re working on it.

Our guests are also only speaking for themselves and have their own opinions. We aren’t trying to take their voice, and no one speaks for us either. Mostly because they don’t want to, but hey.

Stay in Touch:

http://www.mtsgpodcast.com

http://www.therapyreimagined.com

Our Facebook Group – The Modern Therapist’s Group

https://www.facebook.com/therapyreimagined/

https://twitter.com/therapymovement

https://www.instagram.com/therapyreimagined/

Credits:

Voice Over by DW McCann https://www.facebook.com/McCannDW/

Music by Crystal Grooms Mangano http://www.crystalmangano.com/

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