#9 - Mind Over Money: Emotionally Smart Financial Planning with Jeannie Dougherty
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Calling all women looking to up their financial literacy!
In this episode, Eric Blake is joined by Jeannie Dougherty, a money and mental fitness guide, who shares her insights on the impact of money-related problems on mental health. Jeannie emphasizes the need for emotional and behavioral coaching in addition to traditional financial planning. The episode also highlights the challenges financial advisors face in addressing the emotional needs of clients and the importance of effective communication. Jeannie introduces her 90-day bootcamp concept and a virtual caregiver conference that focuses on the interconnected aspects of caregiving.
Key Highlights:
- The impact of money-related problems on one’s life and mental health
- Importance of addressing the emotional and psychological aspects of financial planning, especially for women in unequal financial relationships
- Challenges financial advisors face in addressing the emotional aspects of retirement planning
- Importance of women taking an active role in their financial decisions and “winning money power”
- Role of financial advisors as the “quarterback” in helping clients make important financial decisions
- And more
Episode Resources:
➡ Join the Simply Retirement Newsletter
➡ Ask a Question
➡ Caregiver Conference Registration
➡ LinkedIn: Jeannie Dougherty
➡ Jeannie Dougherty
➡ Money Type Quiz
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