Open Access. Powered by Scholars. Published by Universities.®

Social Work Commons

Open Access. Powered by Scholars. Published by Universities.®

Articles 1 - 30 of 106

Full-Text Articles in Social Work

Editorial, Volume 11, Issue 2, Kristy L. Archuleta Dec 2020

Editorial, Volume 11, Issue 2, Kristy L. Archuleta

Journal of Financial Therapy

In this issue, we present four scholarly articles, two book reviews, and two professional profiles. The scholarly articles address a range of issues across diverse populations.


Save, Even If It’S A Penny”: Transnational Financial Socialization Of Black Immigrant Women, Bertranna A. Muruthi, Kimberly Watkins, Megan A. Mccoy, Kenneth J. White, Amanda Stafford Mcrell, Michael Thomas, Abiola Taiwo Dec 2020

Save, Even If It’S A Penny”: Transnational Financial Socialization Of Black Immigrant Women, Bertranna A. Muruthi, Kimberly Watkins, Megan A. Mccoy, Kenneth J. White, Amanda Stafford Mcrell, Michael Thomas, Abiola Taiwo

Journal of Financial Therapy

The purpose of this study is to investigate Black-Caribbean and African women’s transnational financial socialization. Analysis of the data show 1) financial socialization in the country of origin: (a) parents stressed the importance of saving, (b) learned about money management explicitly, (c) learned about money management through observation, (d) learned by observing parent’s struggle; and 2) the impact to women’s financial navigation in the U.S.: (a) not receiving financial education, (b) unexpected financial stressors in the U.S., (c) difficulty saving, (d) the need for more financial education. Implications for mental health and financial practitioners and ...


Integrating Financial Therapy Within Family-Owned Businesses: A Theoretical Case Vignette With Recommended Strategies For Consulting With Copreneurs, Josh W. Harris, Rob Stephens, Derek Sensenig, Stefanie Pickard, Megan A. Mccoy, Richard Kahler Dec 2020

Integrating Financial Therapy Within Family-Owned Businesses: A Theoretical Case Vignette With Recommended Strategies For Consulting With Copreneurs, Josh W. Harris, Rob Stephens, Derek Sensenig, Stefanie Pickard, Megan A. Mccoy, Richard Kahler

Journal of Financial Therapy

Broadly speaking, finances are often one of the most strenuous aspects of a relationship. One potential contributing factor to financial conflict experienced by couples are having different beliefs or attitudes towards money, coined previously as money scripts (Klontz, Kahler, & Klontz, 2008). Differing money scripts between partners can cause a breach in understanding of their partner's internal experience around money that may lead to misunderstanding and conflict. This may be magnified for copreneurs, or romantic partners, who integrate a personal and working relationship within a business’s ownership structure. In this unique arrangement of personal and professional relationships, the traditional ...


Book Review: Tiny Habits: The Small Changes That Change Everything, Tracy E. Kasing Dec 2020

Book Review: Tiny Habits: The Small Changes That Change Everything, Tracy E. Kasing

Journal of Financial Therapy

Book Review of Tiny Habits: The Small Changes that Change Everything.


Book Review: The Less People Know About Us, Tiyani Rodrigo Dec 2020

Book Review: The Less People Know About Us, Tiyani Rodrigo

Journal of Financial Therapy

The Less People Know about Us is an autobiographical book written by Axton Betz-Hamilton. The book focuses on her own experiences of child identity theft and the elder financial exploitation perpetrated by a loved one. Inspired by this experience, Dr. Betz-Hamilton went on to receive a Ph.D. in Human Development and Family Studies and has since dedicated her research to the area of child identity theft. This book review evaluates the organization of the book exploring the usability of the book for practitioners in the field of financial therapy. The Less People Know about Us was enjoyable to read ...


Book Review: Advice That Sticks, Erin Bruce Aug 2020

Book Review: Advice That Sticks, Erin Bruce

Journal of Financial Therapy

Book Review for Advice that Sticks: How to give financial advice that people will follow written by Dr. Moira Somers


Understanding The Experiences Of Familiar Identity Theft Victims When A Parent Is The Perpetrator: A Pilot Study, Axton Betz-Hamilton Aug 2020

Understanding The Experiences Of Familiar Identity Theft Victims When A Parent Is The Perpetrator: A Pilot Study, Axton Betz-Hamilton

Journal of Financial Therapy

Incidents of familiar identity theft are becoming more common, yet limited research has explored the experiences of such victims, particularly those who had their identity stolen by a parent. In this qualitative pilot study, six participants shared their experiences during interviews. Data were analyzed using interpretive content analysis. The following preliminary themes emerged from the data: Not Filing a Police Report, Negative Impacts, Positive Impacts, Social and Demographic Factors, and Helpful Resources. Lessons learned regarding methods and suggestions for future research are provided.


Financial Help-Seeking Behaviors Of Young Adults, Christina E. Glenn, Stuart J. Heckman Aug 2020

Financial Help-Seeking Behaviors Of Young Adults, Christina E. Glenn, Stuart J. Heckman

Journal of Financial Therapy

The financial help-seeking behaviors of Millennials are explored and guided by the Family Financial Socialization conceptual model developed by Gudmunson and Danes (2011). Using data from the 1997 cohort of the National Longitudinal Study of Youth, a random effects probit model was used to estimate the probability of a respondent seeking financial advice at any point in time from 2006 to 2013. Results indicate personal and family demographic characteristics are associated with the decision to seek financial advice. Further analysis was conducted to determine the probability of seeking help from a financial professional. Among those who sought help, gender, marital ...


Social Work Students Acquiring Tools To Help Families Manage Their Household Finances, Ahuva Even-Zohar Jan 2020

Social Work Students Acquiring Tools To Help Families Manage Their Household Finances, Ahuva Even-Zohar

Journal of Financial Therapy

The study examined the impact of a workshop for social work (BSW) students (n=134) aimed at teaching them to assess clients' financial situation and assist them in managing their household finances. Students' attitudes toward the role of social workers in providing material support and helping low-income families to manage their finances were found to be positive both before and after the workshop. Participation in the workshop increased their financial literacy and introduced them to tools that can assist them in helping families living in poverty to rehabilitate their financial situation. The students reported using these tools to a certain ...


Editorial, Volume 11 Issue 1, Kristy L. Archuleta Jan 2020

Editorial, Volume 11 Issue 1, Kristy L. Archuleta

Journal of Financial Therapy

Of any field, financial therapy is uniquely positioned to help people, whether individuals, couples, or families, strengthen, adapt, and improve their wellness during this time. Financial therapists are sensitive to cultural aspects of how money impacts clients’ everyday lives. Through our unique understanding and knowledge of the intersection of money, relationships, emotions, and ways of thinking and being, we can facilitate change and offer new perspectives of hope, connection, and personal growth. While none of the articles in this issue of the journal directly address the global pandemic, the research presented and profiles highlighted do offer new insights on topics ...


Book Review: Surviving Debt Expert Advice For Getting Out Of Financial Trouble, Audrey Kernodle Jan 2020

Book Review: Surviving Debt Expert Advice For Getting Out Of Financial Trouble, Audrey Kernodle

Journal of Financial Therapy

Surviving Debt: Expert Advice for Getting Out of Financial Trouble is a comprehensive synthesis of techniques and advice from the nation’s consumer law experts that provides all the fundamental information needed to manage debt in the United States.


Researcher Profile: Kenneth White Jan 2020

Researcher Profile: Kenneth White

Journal of Financial Therapy

Research Profile Kenneth White


Practitioner Profile: An Interview With Tara Tussing Unverzagt Jan 2020

Practitioner Profile: An Interview With Tara Tussing Unverzagt

Journal of Financial Therapy

PRACTITIONER PROFILE

An Interview with

Tara Tussing Unverzagt


Practitioner Profile Interview: Elizabeth Sterbenz, Elizabeth Sterbenz Jan 2020

Practitioner Profile Interview: Elizabeth Sterbenz, Elizabeth Sterbenz

Journal of Financial Therapy

Practitioner Profile Interview: Elizabeth Sterbenz


Researcher Profile Interview: Christina Glenn, Christina Glenn Jan 2020

Researcher Profile Interview: Christina Glenn, Christina Glenn

Journal of Financial Therapy

Researcher Profile Interview: Christina Glenn


Vol 10 Issue 1 Editorial, Kristy L. Archuleta Jan 2019

Vol 10 Issue 1 Editorial, Kristy L. Archuleta

Journal of Financial Therapy

Vol 10 Issue 1 Editorial


Healthcare Professionals’ Retirement Intentions: The Roles Of Financial And Work Factors, Yetty Shobo 3674528, Jen D. Wong Jan 2019

Healthcare Professionals’ Retirement Intentions: The Roles Of Financial And Work Factors, Yetty Shobo 3674528, Jen D. Wong

Journal of Financial Therapy

Delayed retirement has been utilized to provide short-term solution to the healthcare workforce demand-supply gap arising from increased retirement and healthcare needs by aging population. To adequately design an effective financial therapy and retirement delaying program, a knowledge of key factors affecting retirement intentions is critical. This study examines the influences of financial and work-related factors on retirement intentions among a sample of 21,860 healthcare professionals between 50 to 65 years old. Using data from the Virginia’s 2016 Dentist, Licensed Practical Nurse, Registered Nurse, Physician, and Pharmacist Surveys, multinomial logistic regressions were used to identify key factors associated ...


Practitioner Profile: Ed Coambs, Ed Coambs Jan 2019

Practitioner Profile: Ed Coambs, Ed Coambs

Journal of Financial Therapy

Practitioner Profile: Ed Coambs


Practitioner Profile: Lindsay Bryan-Podvin Jan 2019

Practitioner Profile: Lindsay Bryan-Podvin

Journal of Financial Therapy

Lindsay Bryan-Podvin, owner and founder of Mind Money Balance, is a financial therapist who started her career in the field of mental health treatment and advocacy. She specializes in working with heterosexual couples with breadwinning women.


Researcher Profile: Michelle Jeanfreau, Michelle Jeanfreau Jan 2019

Researcher Profile: Michelle Jeanfreau, Michelle Jeanfreau

Journal of Financial Therapy

Researcher Profile: Michelle Jeanfreau


Book Review: Communication Essentials For Financial Planners, Dana Carney Jan 2019

Book Review: Communication Essentials For Financial Planners, Dana Carney

Journal of Financial Therapy

Book Review: Communication Essentials for Financial Planners


Book Review: Financial Recovery, Nathan Astle Jan 2019

Book Review: Financial Recovery, Nathan Astle

Journal of Financial Therapy

Book Review: Financial Recovery


Volume 10, Issue 2 Editorial: Celebrating 10 Years Of The Journal Of Financial Therapy, Kristy L. Archuleta Jan 2019

Volume 10, Issue 2 Editorial: Celebrating 10 Years Of The Journal Of Financial Therapy, Kristy L. Archuleta

Journal of Financial Therapy

The Financial Therapy Association (FTA) and Journal of Financial Therapy have much to celebrate over the past decade!


An Annotated Bibliography Of Financial Therapy Research: 2010 To 2018, Christina Glenn, Brandy Caulfield, Megan A. Mccoy, Jordan R. Curtis, Nathan Gale, Nathan Astle Jan 2019

An Annotated Bibliography Of Financial Therapy Research: 2010 To 2018, Christina Glenn, Brandy Caulfield, Megan A. Mccoy, Jordan R. Curtis, Nathan Gale, Nathan Astle

Journal of Financial Therapy

The purpose of this paper is to expand upon Mentzer, Britt, Samuelson, and Herrera’s (2010) annotated bibliography of research conducted in the field of financial therapy prior to 2010 and provide readers with a current overview of financial therapy research published since that time. Annotated bibliographies are categorized by topics and future research in each area is suggested. In addition, two tables were developed to provide readers a snapshot of the current landscape of financial therapy. The first table provides a list of journals of published articles featuring financial therapy or related topics. The second table provides an overview ...


Scaffolding Or Enabling? Implications Of Extended Parental Financial Support Into Adulthood, David Tenerelli, Sharon Weaver, Nathan Astle, Megan A. Mccoy Jan 2019

Scaffolding Or Enabling? Implications Of Extended Parental Financial Support Into Adulthood, David Tenerelli, Sharon Weaver, Nathan Astle, Megan A. Mccoy

Journal of Financial Therapy

Recent decades have seen tremendous changes in the duration of time that parents offer financial support to their adult children. This paper explores the literature regarding the variations in support, the forces impacting those variations, and the effects of that support on the children's human capital and financial attainment, as well as implications for parents. A case vignette based on an amalgam of case experiences by the authors is provided to explore the relevance of the literature findings to an amalgam financial planning client in the situation of providing financial support to an adult child. Sample interventions are based ...


Book Review: Client Psychology Jan 2019

Book Review: Client Psychology

Journal of Financial Therapy

For practitioners and researchers in the field of financial therapy, the interweaving of emotion and money has been at the center of our attention since the field’s inception (Grable, McGill, &Britt, 2010). The field of financial planning, a field in its 50th year (Brandon& Welch, 2009) is making active steps to include this same realization in the Center for Financial Planning’s edited book, Client Psychology. The work, edited by Dr. Charles Chaffin, the director of academic programs and initiatives for the CFP® Board, brings together important chapters that begin to prepare financial planners for integrating client psychology into ...


Book Review: Mind Over Money Jan 2019

Book Review: Mind Over Money

Journal of Financial Therapy

Mind Over Money: The Psychology of Money and How to Use It Better, by Claudia Hammond, is an engaging synopsis of multiple research studies from research literature around the world centered on the psychology of money.


Researcher Profile: Derek Lawson Jan 2019

Researcher Profile: Derek Lawson

Journal of Financial Therapy

Derek Lawson, Ph.D., CFP®, is an Assistant Professor of Personal Financial Planning at Kansas State University and a partner and financial planner at Priority Financial Partners, based in Durango, CO. His research is practitioner-focused, allowing him to combine his past and present experience as a financial planner with his research interests


Researcher Profile: Doug Hershey, Douglas A. Hershey Jan 2018

Researcher Profile: Doug Hershey, Douglas A. Hershey

Journal of Financial Therapy

Doug Hershey obtained his Ph.D. in Adult Development and Aging from the University of Southern California (1990). He is currently a Professor of Experimental Psychology at Oklahoma State University, where he also serves as Director of the Retirement Planning Research Laboratory. He has published more than 70 empirical articles on the development of life planning and decision making, with a special interest in the psychological factors that motivate individuals to plan for the future and save for old age. Hershey became a lifetime Fellow of the Gerontological Society of America in 2003, and in 2007 and 2015 he spent ...


Editorial: Volume 9, Issue 1, Kristy L. Archuleta Jan 2018

Editorial: Volume 9, Issue 1, Kristy L. Archuleta

Journal of Financial Therapy

This year has been an exciting year for the Journal of Financial Therapy’s sponsoring organization, Financial Therapy Association. An idea was sparked many years ago by the FTA Board of Directors that a designation or credential should be created. With the ushering in of CFT-I™, it is a critical moment for further research to be conducted that will continue to help inform the practice of financial therapy. Now, more than ever, we must connect the areas of practice, research, and theory to not only inform best practices of financial therapy, but also to legitimize the work. Meaningful research to ...