Real Money, Real Experts

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

November 23, 2021 AFCPE® Season 1 Episode 40
Real Money, Real Experts
Getting to the heart of it: Understanding our clients’ values and money behaviors with Sarah Li-Cain
Show Notes

 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/