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This month’s newsletter explores the emotional side of wealth—the habits, patterns, and beliefs that often sit beneath the surface of financial decision-making. Inspired by our latest podcast with financial therapist Aja Evans, we’re highlighting resources that bring emotional intelligence, psychology, and self-awareness into the conversation. From building trust in client relationships to understanding money as a form of self-expression, these pieces offer practical ways to support deeper, more effective wealth stewardship—for yourself, your clients, and the families you serve.
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Feel Good Finance: Exploring Financial Therapy with Aja Evans | |
In this episode, financial therapist Aja Evans joins Dr. Kirby Rosplock to discuss how emotions, identity, and self-esteem shape our financial behaviors—often more than we realize. Aja shares insights from her new book Feel Good Finance, emphasizing the importance of understanding money patterns, reducing shame, and building healthier relationships with wealth. Whether working with clients or navigating your own money story, this conversation offers practical takeaways for approaching finances with greater self-awareness. | | | |
Financial Wellness Meets Emotional Awareness | |
Beyond the Budget: How Younger Generations Are Easing Stress with Financial Wellness Habits |
Gen Z is redefining financial wellness by integrating money management into their self-care routines. According to Intuit’s latest consumer survey, 58% of 18-35-year-olds are incorporating financial management into their overall wellness practices, with 44% reporting improved quality of life as a result. This article explores how emotional awareness, transparency, and values-based decisions are reshaping how the next generation builds financial confidence.
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Emotional Intelligence as a Missing Link in Family Wealth |
This article from Wealth Management discusses the importance of emotional intelligence in preserving family wealth across generations. She incorporates insights from experts like Kathleen Burns Kingsbury and Ruschelle Khanna, who highlight common emotional barriers and the benefits of financial therapy and mediation. The piece emphasizes integrating technical financial expertise with emotional awareness to enhance family communication and legacy planning.
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How Money Psychology Affects Your Finances—and the Benefits of Financial Therapy |
In this article, Katelin Walling explores the profound impact of psychological beliefs on financial behaviors and overall financial success. Experts discuss how early experiences and emotions shape money habits, and how financial therapy can address these underlying issues. The piece offers insights into identifying personal money scripts and emphasizes the importance of integrating emotional awareness with financial literacy for sustainable financial well-being.
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Mastering Emotional Client Conversations as a Financial Planner | Even the most technical financial advice falls flat without emotional intelligence. This article from the Journal of Financial Planning outlines five practical strategies for financial planners to build trust, listen empathetically, and navigate sensitive money conversations with greater confidence. It’s a timely read for those supporting clients through emotionally charged decisions around wealth.
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Family Resource: Education Planning Workbook | |
This interactive workbook is designed to help families—and their rising generation—become confident, capable stewards of wealth. It starts with a short quiz to identify strengths and growth areas, then walks users through setting learning goals and building a personalized education plan. With built-in accountability tools and a worksheet to map out the who, what, where, when, and why, it’s a practical resource for families looking to jumpstart their Tamarind Learning education plan. | | | |
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Brought to you by Tamarind Learning
Editorial Mission: To provide monthly news, education, and professional guidance that help families, advisors, and trustees become extraordinary stewards of wealth. | |
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