EP: 018 Talking Finances w/ Erika Wasserman
Erika is making it a mission to help people have difficult money conversations with her new card game 'Let's Talk Finances'.
After going through her own hardships, but having a background in finances, she started seeing how difficult it was for people to have these extremely difficult conversations. Yet, this topic is one of the most important ones that we face in our lifetime. So she set herself on a mission to help others to find creative ways to get comfortable with this extremely uncomfortable topic.
We Talk About:
- The importance of estate planning and life insurance
- Communication between parents and children about financial matters
- Financial support for aging parents
- Setting boundaries in financial discussions
- Challenges in talking about finances and overcoming them
- Reducing spending and building sustainable habits
- Practical tips for financial conversations
- Aligning spending with personal values
- Creating a “Yes Plan” for financial priorities
- Importance of updating estate plans and documents
- Erika's background and journey in financial therapy
- Using conversation cards to improve financial communication
Check out the full conversation on YouTube here...
You can also find the audio versions on places like Spotify, Apple Podcasts and wherever else you listen your favorite podcasts.
READ+LISTEN+LEARN:
- "Cash Flow Cookbook" by Gordon Stein
- "Let's Talk Finances" Erika's new game designed to help people start having conversations about money!
- Create your own Advisory Board. Erika shared the idea of finding people you can learn from, bounce ideas off of and support you along your journey to improved financial wellbeing. You don't have to go it alone, so find some people you trust to help you.
WELLBEING:
Erika shared that she loves using music to improve her mood and mindset and told us that "War" by Katy Perry was one of her go to pump up songs!
FIND ERIKA AT: