Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

August 21, 2019

Ep 217 - Ed Coambs

Ed Coambs has had a unique journey into the financial planning field. After starting his career as a firefighter, he transitioned into financial planning before eventually completing his training in marriage and family therapy. He then decided to combine his last two careers into one to become a financial therapist. Today he joins the show to share the softer side of financial planning and why financial therapy is important.

Listen in as we discuss money scripts—what they are and how they affect your clients' financial decisions—as well as the value of financial planners having their own therapists and planners. We can all benefit from Ed’s background and perspective on this subject, so don't miss this one-of-a-kind episode!

Listen to the Full Interview:


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What You'll Learn from This Episode:

  • An overview of Ed's career.
  • What made him decide to switch into financial therapy.
  • Why financial therapy matters.
  • What money scripts are.
  • Whether all financial planners can (and should) become financial therapists.
  • Why financial planners should have their own planners and therapists.

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