Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
3. Why Financial Intimacy Matters For You and Your Practice with Ed Coambs
Money isn’t just numbers—it’s deeply emotional. It influences our relationships, self-worth, and decision-making in ways we don’t always realize. In this episode of Knowing Me, Knowing You, we explore financial intimacy and break the silence around financial therapy with Ed Coambs, a leader in the field and Founder of Healthy Love and Money. Ed unpacks how our emotional connections to money shape our lives - and why understanding these emotions is the key to better financial health for you and your clients.
🎧 Key Takeaways:
🔹 How financial intimacy strengthens relationships—personally & professionally
🔹 The hidden emotional triggers driving financial decisions
🔹 Why many therapists avoid money talk (and why that must change)
🔹 How financial professionals can integrate emotional awareness into their practice
Your money story shapes your life. Listen now to uncover patterns, rewrite undesired scripts, and build a healthier, more empowered relationship with money for better human relationships.
Resources Mentioned in This Episode:
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