“If somebody's emotionally activated, then we can't do the problem-solving and the logical thinking that we know is needed in the financial planning world.”

Can a shift in conversation style transform lives? Our host Ed Coambs sits down with Christine Miles, a licensed clinical social worker, and expert in motivational interviewing (MI). Christine uncovers the incredible power of MI and how this groundbreaking technique helps people stuck or struggling to make pivotal changes. Ed and Christine discuss how MI isn’t just for therapy—it’s a versatile tool used in financial planning, real estate, addiction therapy, and healthcare. Christine shares the fascinating origins of MI, created by Stephen Rollnick and William Miller, and its foundational role in fostering effective and supportive communication.

Have you ever wondered why some expert advice just doesn’t seem to stick? Christine explains the importance of understanding a client's readiness for change and how a supportive communication style can prevent resistance and disengagement. Christine emphasizes the need for promoting autonomy and how a non-confrontational approach can lead to better outcomes. By adopting MI principles such as acceptance, compassion, and curiosity, professionals can create environments that encourage meaningful and thoughtful decision-making.

Ed and Christine explore the emotional complexities in financial decision-making and how moral beliefs and the autonomic nervous system play a role. Christine illustrates how MI can help navigate these emotional responses, making space for logical problem-solving and better financial planning. Take a moment after the episode to reflect on your own journey toward financial intimacy, and don't forget to share this insightful conversation with others who might benefit.

Key Topics:

• Welcome, Christine Miles! (00:00)
• The Origins and Principles of Motivational Interviewing (04:50)
• Directive vs. Motivational Communications Styles (06:46)
• Emotions in Financial Planning (11:15)
• The Importance of Trust in Financial Advising (36:14)
• The Stages of Change in Motivational Interviewing (40:54)
• Further Benefits of Motivational Interviewing (43:51)

Resources:

• MICenterForChange.com

Connect With Healthy Love and Money:

1. Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™.
2. Learn about your money and attachment style with this short Attachment Style Quiz.
3. Buy the Double Award Winning Book: The Healthy Love and Money Way.
4. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

“When you can have someone who's not your partner point out to you what’s [actually] going on, man, you get to wake up, and it's really more fun when you’re awake.” -Reagan

What if our deepest emotional patterns are secretly sabotaging our financial stability? Join our host Ed Coambs for a poignant conversation with his clients Reagan and Elle Pugh, a dynamic couple dedicated to navigating the complexities of personal and relational development.

They unravel their journey of self-discovery and relationship enhancement through the transformative power of the Enneagram, illuminating how understanding these patterns has reshaped their approach to life and finances. Their candid discussions provide valuable insights into overcoming ingrained behaviors and fostering transparent, growth-oriented financial conversations.

To truly achieve financial intimacy, couples must navigate the emotional undercurrents that often accompany money matters. Reagan and Elle’s experience offers a masterclass in transforming these sensitive conversations into opportunities for growth and connection.

By working with Ed and his therapy-informed approaches, and fostering open communication, Reagan and Elle illustrate how to make financial discussions both enjoyable and productive. Don’t miss this episode of Healthy Love and Money which explores the profound impact of financial collaboration and the strides towards creating a shared vision of abundance.

Key Topics:

• Elle and Reagan’s Journey with Money and Personal Growth (00:00)
• The Role of Therapy and the Enneagram in Their Relationship (04:25)
• Reagan’s Book “Too Emotional” and Its Journey (06:01)
• Financial Struggles and Overcoming Debt (16:01)
• The Importance of a Guide in the Financial Journey (21:17)
• Emotions and Financial Decisions (22:26)
• The Role of Play and Celebration in Financial Health (41:04)
• Final Thoughts on Financial Intimacy (46:04)

Resources:

• BeyondYourType.co
• TooEmotionalBook.com

Connect With Healthy Love and Money:

1. Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™.
2. Learn about your money and attachment style with this short Attachment Style Quiz.
3. Buy the Double Award Winning Book: The Healthy Love and Money Way.
4. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

“Being a practicing financial planner does not absolve me from, you know, silly attachments that don't make financial sense.”

What does it take to foster true financial intimacy in a relationship? Listen in as our host Ed Coambs unravels the journey of Joey Loss, a fellow financial planner, and Elizabeth Loss, who works in the nonprofit sector, as they navigate the complexities of financial harmony. From their early days of dating to their recent marriage and the birth of their daughter, their story is a testament to the power of mutual respect, open communication, and shared values.

In this episode, Joey and Elizabeth open up about the pivotal moments that shaped their financial partnership. They recount how even their first date watching a Jacksonville Jaguars game subtly set the stage for future money conversations. From Joey’s leap into entrepreneurship to the emotional decision to sell the cherished Jeep, the couple candidly discusses how they merged their financial lives. Their approach to financial planning has been both incremental and organic, allowing them to manage significant transitions without losing sight of their relational harmony.

What makes their story truly inspiring is how they balance living for today with saving for the future. Joey and Elizabeth share heartfelt anecdotes about valuing experiences over material possessions, the importance of investing in relationships, and maintaining financial transparency. As they reflect on their journey, they offer invaluable insights for couples looking to deepen their financial intimacy and foster a stronger, more understanding relationship. Tune in to learn how you can apply these principles to your own life and set the foundation for a financially harmonious partnership.

Key Topics:

• How Joey and Elizabeth met and Their Story (02:28)
• First Major Financial Conversions and Navigating Transitions (07:04)
• Balancing Financial Security and Relational Experiences (18:07)
• The Role of Emotional Attachment in Financial Decisions (30:38)
• Building Financial Intimacy (38:44)
• Joey’s and Elizabeth’s Future Aspirations (39:00)

Resources:

• Flow Financial
• Wealth Unplugged Podcast

Connect With Healthy Love and Money:

1. Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™.
2. Learn about your money and attachment style with this short Attachment Style Quiz.
3. Buy the Double Award Winning Book: The Healthy Love and Money Way.
4. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.