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Articles 1 - 9 of 9

Full-Text Articles in Social Work

Book Review: How To Give Financial Advice To Couples, Alycia Degraff, D. Bruce Ross Dec 2013

Book Review: How To Give Financial Advice To Couples, Alycia Degraff, D. Bruce Ross

Journal of Financial Therapy

How to Give Financial Advice to Couples is a financial advisor’s must-read text. Kingsbury allows the reader to become familiar with the daunting area of couple dynamics in this unintimidating and easy read.


Journal Of Financial Therapy Editorial, Volume 4, Issue 2, Kristy L. Archuleta Dec 2013

Journal Of Financial Therapy Editorial, Volume 4, Issue 2, Kristy L. Archuleta

Journal of Financial Therapy

This is the editorial for Volume 4, Issue 2, featuring the 2013 Financial Therapy Association membership profile, articles on narrative financial therapy and Hoarding Disorder, two professional financial therapy profiles, and a book review.


Narrative Financial Therapy: Integrating A Financial Planning Approach With Therapeutic Theory, Megan A. Mccoy, D. Bruce Ross, Joseph W. Goetz Dec 2013

Narrative Financial Therapy: Integrating A Financial Planning Approach With Therapeutic Theory, Megan A. Mccoy, D. Bruce Ross, Joseph W. Goetz

Journal of Financial Therapy

The article serves as one of the first attempts to develop an integrated theoretical approach to financial therapy that can be used by practitioners from multiple disciplines. The presented approach integrates the components of the six-step financial planning process with components of empirically-supported therapeutic methods. This integration provides the foundation for a manualized approach to financial therapy, shaped by the writings of narrative theorists and select cognitive-behavioral interventions that can be used both by mental health and financial professionals.


Hoarding Disorder: It’S More Than Just An Obsession - Implications For Financial Therapists And Planners, Anthony Canale, Bradley Klontz Dec 2013

Hoarding Disorder: It’S More Than Just An Obsession - Implications For Financial Therapists And Planners, Anthony Canale, Bradley Klontz

Journal of Financial Therapy

Compulsive hoarders feel emotional attachments to their money and possessions, making it difficult for them to spend or discard accumulated items. Traditionally, hoarding has been seen as a symptom of Obsessive Compulsive Disorder (OCD) or Obsessive Compulsive Personality Disorder (OCPD). However, hoarding behavior can be a problem in its own right, without someone meeting the diagnostic criteria for OCD or OCPD. Despite being a mental health disorder that poses a serious public health problem, social costs to the public, and strain on families, there is little empirical work that has examined Hoarding Disorder (HD) from a financial perspective. As with …


Researcher Profile: An Interview With Russell James, Jd, Phd, Cfp(R), Russell James Dec 2013

Researcher Profile: An Interview With Russell James, Jd, Phd, Cfp(R), Russell James

Journal of Financial Therapy

Russell James is a professor and the CH Foundation Chair in Personal Financial Planning in the Department of Personal Financial Planning at Texas Tech University, where he is also the Director of Graduate Studies in Charitable Financial Planning. His research is focused on encouraging generosity and satisfaction in financial decision-making.


2013 Membership Profile Of The Financial Therapy Association: A Strategic Planning Report, Sarah Asebedo, Megan A. Mccoy, Kristy L. Archuleta Dec 2013

2013 Membership Profile Of The Financial Therapy Association: A Strategic Planning Report, Sarah Asebedo, Megan A. Mccoy, Kristy L. Archuleta

Journal of Financial Therapy

A second profile of the Financial Therapy Association (FTA) membership was conducted to continue the development of financial therapy as a new area of practice and study. The FTA was established in 2010 as an effort to bring together practitioners and researchers from diverse disciplines to share in a common vision of financial therapy. This profile report depicts the demographic profile (e.g., age, education, gender, occupation, income) and perspectives of members who participated in the survey commissioned by the FTA Strategic Planning Committee in 2013. The results of the membership profile survey highlight the future directions of and the challenges …


Practitioner Profile: An Interview With Amanda Clayman, Lmsw, Cfsw, Amanda Clayman Dec 2013

Practitioner Profile: An Interview With Amanda Clayman, Lmsw, Cfsw, Amanda Clayman

Journal of Financial Therapy

Amanda Clayman, is a Licensed Master of Social Work and a Certified Financial Social Worker who helps individuals, couples, and families bring money into balance. Since 2006, Amanda has led the Financial Wellness Program at The Actors Fund, a national non-profit human services agency that supports professionals in performing arts and entertainment. She maintains a private financial wellness counseling practice in New York City and is a public speaker on life and money topics. Amanda's work has been featured in media outlets, such as the New York Times, the Wall Street Journal, SELF magazine, REAL SIMPLE magazine, Women's Health, Parenting, …


A Therapist’S Perspective Of A Financial Planning Course: Implications For Financial Therapy Education And Trainings, Megan Ann Mccoy, Jerry Gale, Megan Ford, Ronald G. Mccoy Ii Jan 2013

A Therapist’S Perspective Of A Financial Planning Course: Implications For Financial Therapy Education And Trainings, Megan Ann Mccoy, Jerry Gale, Megan Ford, Ronald G. Mccoy Ii

Journal of Financial Therapy

This paper presents the autoethnography of a doctoral Marriage and Family Therapy (MFT) student studying finances in a graduate course. A dataset in the form of field notes was created through recording observations and reflective journaling during the 15 week financial planning course. This data set included observations and insights on various skills and knowledge that would be helpful for conducting financial therapy, the professional and personal growth of a therapist integrating finances into her clinical work, and evaluations regarding how financial courses can be beneficial for therapists and planners who are interested in the interaction between relational and financial …


Book Review: "Financial Therapy: 5 Steps Toward Financial Freedom, Megan Mccoy, D. Bruce Ross Jan 2013

Book Review: "Financial Therapy: 5 Steps Toward Financial Freedom, Megan Mccoy, D. Bruce Ross

Journal of Financial Therapy

Financial Therapy: 5 Steps Toward Financial Freedom and its accompanying workbook, Guide to Financial Therapy Forms and Handouts: 5 Steps Toward Financial Freedom, was created to provide an intervention model to help clients become more financially literate and protect them from financial predators.