Erika Wasserman: How to Have Better Conversations Around Money | Holistic Guide to Wealth Management

Money conversations need structure, not spontaneity.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Money is one of the things that people think about most. Yet most people aren’t comfortable talking about it openly.

In this episode of Holistic Guide to Wealth Management, I sit down with Erika Wasserman, CFT, a certified financial therapist, keynote speaker, and author of "Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Money Mindset," to talk about why money conversations about are so often avoided and how advisors, families, and individuals can begin to change that dynamic. 

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Wasserman’s journey into financial therapy was shaped by personal experience. She grew up in a rare household where talking about money was normal. She earned a finance degree from the University of Florida, and began her career consulting with IBM. Over time, major life transitions including international moves, marriage, divorce, and raising three children deepened her understanding of how money decisions intersect with emotion, identity, and relationships.