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The Podcast continues the mission of the industry's leading national conference to explore and discuss the most important issues impacting women financial advisors and their female clients.
 
Joined by the leading voices in wealth and practice management, this podcast reveals the examples, education, and empowerment opportunities available today that help female advisors scale their practices.
 

Here’s What You Should Know About Financial Therapy with Kimberly Foss, CFP®, CPWA® (Ep. 6)

About the Episode:

 

Here’s What You Should Know About Financial Therapy with Kimberly Foss

 

Finances are not always an easy aspect to navigate, especially when it comes to planning, maintaining, and sticking to a plan.

 

What some people don’t know is that there are two sides to investing: The financial side and the mental side, which can take a toll on your overall well-being if not monitored properly.

 

In this episode, Melissa Carter is joined by Kimberly Foss from Empyrion Wealth Management. Kimberly unveils the role of mental health when it comes to our finances. She reveals how she incorporates her background in therapy to help clients unpack conversations around financial planning and financial confidence. 

 

Kimberly Discusses:
• The processes of Certified Financial Therapists
• Navigating financial trauma due to life events such as divorce and separations
• What you should know about the different money personalities and what each means
• How to talk about money with young children
• The truth about money triggers 
• And more

 

About Our Guest:

Kimberly Foss, CFP®, CPWA®, is the Founder and President of Empyrion Wealth Management™ and the New York Times bestselling author 1 of Wealthy by Design: A 5-Step Plan for Financial Security. She brings technical expertise and passion to her work with her clients, including affluent family stewards, women in transition, and thriving retirees. 


Kimberly shows her clients that it’s possible to seize control of one’s own financial destiny. She is committed to helping her clients make wise investment choices while avoiding costly mistakes in building wealth.


About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 


As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

 

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