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Full-Text Articles in Social Work
Researcher Profile: An Interview With Virginia Solis Zuiker, Ph.D., Virginia Solis Zuiker
Researcher Profile: An Interview With Virginia Solis Zuiker, Ph.D., Virginia Solis Zuiker
Journal of Financial Therapy
Virginia Solis Zuiker is an Associate Professor in the Department of Family Social Science at the University of Minnesota. She teaches courses on personal and family finance, family financial counseling, family resource management, economic perspectives of families, and family decision-making. Her scholarly research focus is in the area of economic well-being of families with particular interest in self-employment and family-owned businesses. Her research focuses on the Hispanic family life and she is the author of “Hispanic Self-Employment in the Southwest: Rising Above the Threshold of Poverty,” (Garland Publishing, 1997). She received her B.S. from the University of North Texas, an …
Practitioner Profile: An Interview With Anne Brennan Malec, Ph.D., Anne Brennan Malec
Practitioner Profile: An Interview With Anne Brennan Malec, Ph.D., Anne Brennan Malec
Journal of Financial Therapy
Dr. Anne Brennan Malec is the founder and managing partner of Symmetry Counseling, a counseling, coaching, and psychotherapy group practice located in downtown Chicago. She has been the driving force behind Symmetry Counseling’s success – what started in 2011 with six offices and five counselors now houses over 25 clinicians.
Editorial Volume 6, Issue 2, Kristy L. Archuleta
Editorial Volume 6, Issue 2, Kristy L. Archuleta
Journal of Financial Therapy
Money scripts, money behaviors, money disorders, and financial coaching have been seen in recent popular press. If you are reading this issue, you are probably aware that continued empirical research in these areas is needed. I am pleased to introduce the articles related to these topics in this issue of the Journal of Financial Therapy.
Book Review: Cfp Board Financial Planning Competency Handbook, Jorge Ruiz-Menjivar
Book Review: Cfp Board Financial Planning Competency Handbook, Jorge Ruiz-Menjivar
Journal of Financial Therapy
The CFP Board Financial Planning Competency Handbook (2013) is reviewed as a resource that extends beyond financial planning to other helping professionals who work with money related issues.
Practitioner Profile: An Interview With Andrea Vining, Andrea Vining
Practitioner Profile: An Interview With Andrea Vining, Andrea Vining
Journal of Financial Therapy
Andrea Vining is a Financial Advisor at Morgan Stanley in Pasadena, California who was named to the Firm’s Pacesetter’s Club in 2015, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service. She holds a Bachelor of Arts degree in Literature from the University of California at Santa Cruz and her interest in the arts is personal and life-long. She studied Jewelry Design & Fabrication at the Gemological Institute of America in Carlsbad, CA and is also a certified bench jeweler. She and her colleagues are passionate …
Researcher Profile: An Interview With Axton Betz-Hamilton, Axton Betz-Hamilton
Researcher Profile: An Interview With Axton Betz-Hamilton, Axton Betz-Hamilton
Journal of Financial Therapy
Dr. Axton Betz-Hamilton teaches consumer studies courses at Eastern Illinois University, including Personal and Family Finance, Housing, and Consumer Issues. She conducts research on identity theft as well as financial abuse within families.
The Theory Of Planned Behavior And The Earned Income Tax Credit, Lloyd Zimmerman, Anthony Canale, Sonya L. Britt, Martin Seay
The Theory Of Planned Behavior And The Earned Income Tax Credit, Lloyd Zimmerman, Anthony Canale, Sonya L. Britt, Martin Seay
Journal of Financial Therapy
The Earned Income Tax Credit (EITC) seeks to reduce poverty and provide the resources necessary for an individual to become self-sufficient. The EITC achieves this annually by lifting millions of households above the poverty level through income supplementation. However, recent evidence suggests that the long-term upward economic mobility provided by the EITC in practice is limited. To investigate the factors associated with achieving this financial independence, this study utilized the Theory of Planned Behavior to determine if (a) attitudes—as measured by time preference and self-esteem, (b) subjective norms—as measured by education, parents’ poverty level or work status, and religiosity, and/or …
Three Interventions For Financial Therapy: Fostering An Examination Of Financial Behaviors And Beliefs, Rebekah J. Nelson, Thomas E. Smith, Victoria M. Shelton, Kristin V. Richards
Three Interventions For Financial Therapy: Fostering An Examination Of Financial Behaviors And Beliefs, Rebekah J. Nelson, Thomas E. Smith, Victoria M. Shelton, Kristin V. Richards
Journal of Financial Therapy
Three interventions that address the emotional components of handling finances are proposed. Drawn from a stepwise model of financial therapy, the three interventions introduced here have the specific aim of incorporating the emotional attributes of traditional financial behaviors and beliefs. First, the Financial Genogram identifies family of origin issues that may affect financial behaviors; second, the Financial Landscape intervention is used when emotional stress occurs in collecting and examining financial documents; and third, the Financial Mirror broadens clients’ perspectives of their financial behaviors. Issues in future research and implementation of the Five Step model are addressed in treating financially distressed …
Editorial Volume 6, Issue 1, Martie Gillen
Editorial Volume 6, Issue 1, Martie Gillen
Journal of Financial Therapy
The editorial introduces Dr. Martie Gillen as the associate editor of book reviews and professional profiles for the Journal of Financial Therapy. The editorial overviews the empirical research and theoretical oriented manuscripts along with the professional profiles and book reviews featured in volume 6, issue 1 of the Journal of Financial Therapy.
Practitioner Profile: An Interview With April Benson, Ph.D., April Benson
Practitioner Profile: An Interview With April Benson, Ph.D., April Benson
Journal of Financial Therapy
Dr. April Lane Benson is a nationally known psychologist specializing in the study and treatment of compulsive buying disorder. Dr. Benson is the editor of “I Shop, Therefore I Am: Compulsive Buying and the Search for Self” (2000), the first book in English for mental health professionals about compulsive buying disorder. Her second book, “To Buy or Not to Buy: Why We Overshop and How to Stop” (2008) presents the Stopping Overshopping model of treatment. A pilot randomized controlled trial on the efficacy of this treatment model was recently published in the Journal of Groups in Addiction & Recovery. Maintaining …
Researcher Profile: An Interview With Jodi Letkiewicz, Ph.D., Jodi Letkiewicz
Researcher Profile: An Interview With Jodi Letkiewicz, Ph.D., Jodi Letkiewicz
Journal of Financial Therapy
Jodi Letkiewicz, Ph.D., is an assistant professor of finance at York University in Toronto, Ontario. She teaches in the Certified Financial Planner® Core Curriculum program preparing undergraduate students for the Canadian CFP® certification and conducts research in several areas of personal finance and consumer decision-making, including behavioral aspects influencing the decision to seek financial help, how personality traits affect financial decision-making, and the financial state of young adults, including the impact student loans have on overall well-being and financial milestones early in their adult life. Dr. Letkiewicz’s goal is to increase financial well-being in the general public, which …
Editorial, Volume 5, Issue 2, Kristy L. Archuleta
Editorial, Volume 5, Issue 2, Kristy L. Archuleta
Journal of Financial Therapy
This issue’s editorial is inspired by the importance of practitioners’ involvement in the peer review process for a scholarly publication like the Journal of Financial Therapy.
Practitioner Profile: An Interview With Reeta Wolfsohn, Cmsw, Reeta Wolfsohn
Practitioner Profile: An Interview With Reeta Wolfsohn, Cmsw, Reeta Wolfsohn
Journal of Financial Therapy
Reeta Wolfsohn, CMSW, began practicing financial therapy in 1997. At the time, she didn’t call what she did by that name, but her work specifically addressed the financial issues and problems of her clients. Early on in her work, Reeta recognized clients wanted to take control of their money and their lives, but struggled not only with the shame, guilt, worry, and stress of debt, but also with the poor sense of self, and low self-confidence and self-esteem which inevitably accompanied it. Realizing clients needed more help than regularly scheduled therapy sessions, she began developing financial educational materials and psychosocial …
Researcher Profile: An Interview With John E. Grable, Ph.D., Cfp(R), John Grable
Researcher Profile: An Interview With John E. Grable, Ph.D., Cfp(R), John Grable
Journal of Financial Therapy
John E. Grable, Ph.D., CFP(R) teaches and conducts research in the Certified Financial Planner(TM) Board of Standards undergraduate and graduate programs at the University of Georgia. Prior to entering the academic profession, he worked as a pension/benefits administrator and later as a Registered Investment Advisor in an asset management firm. He served as the founding editor for the Journal of Personal Finance and as the co-founding editor of the Journal of Financial Therapy. His research interests include financial risk-tolerance assessment, psychophysiological economics, and financial planning help-seeking behavior. Dr. Grable has published nearly 100 peer-reviewed papers, co-authored two financial …
“Where I’M Coming From”: A Discourse Analysis Of Financial Advice Media, Tanya E. Mudry, Ines Sametband, Tom Strong, Dan Wulff, Jennifer Michel, Sally St. George
“Where I’M Coming From”: A Discourse Analysis Of Financial Advice Media, Tanya E. Mudry, Ines Sametband, Tom Strong, Dan Wulff, Jennifer Michel, Sally St. George
Journal of Financial Therapy
In this paper we conceptualize different understandings and positions taken in conflicts over finances in family and couple relationships. We see these as informed by discourses found in popular and professional media. Discourses, as we describe them, are cultural ways of understanding and acting – where “we are coming from,” in this case, relates to finances and financial management. We turn to various media (magazine advice articles, self-help books, professional and research literatures) using discourse analysis to identify distinct discourses regarding how finances are to be regarded and managed. We then link these discourses to discourse positions, or positionings, that …
Editorial, Volume 5, Issue 1, Kristy L. Archuleta
Editorial, Volume 5, Issue 1, Kristy L. Archuleta
Journal of Financial Therapy
Welcome to Volume 5, Issue 1 of the Journal of Financial Therapy! In this issue, four scholarly papers are presented along with two profiles and a book review. These four papers address very important issues, such as mental health therapists’ competency in working with financial issues, financial stress of college students, parental messages about money, and financial advice media.
Book Review: How To Give Financial Advice To Couples, Alycia Degraff, D. Bruce Ross
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.
Narrative Financial Therapy: Integrating A Financial Planning Approach With Therapeutic Theory, Megan A. Mccoy, D. Bruce Ross, Joseph W. Goetz
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.
Researcher Profile: An Interview With Russell James, Jd, Phd, Cfp(R), Russell James
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
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
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
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
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.
Disordered Money Behaviors: Development Of The Klontz Money Behavior Inventory, Bradley Klontz, Sonya L. Britt, Kristy L. Archuleta, Ted Klontz
Disordered Money Behaviors: Development Of The Klontz Money Behavior Inventory, Bradley Klontz, Sonya L. Britt, Kristy L. Archuleta, Ted Klontz
Journal of Financial Therapy
Much of the existing literature on financial behavior focuses on basic money management tasks (e.g., balancing a checkbook). However, it can be equally important to identify problematic financial behaviors that can sabotage one’s financial health. The purpose of this study was to create an assessment tool that can be used by mental health and financial professionals to identify disordered money behaviors that may impede on progress towards one’s financial goals. This study asked 422 respondents to indicate their agreement with disordered money behaviors, including compulsive buying, pathological gambling, compulsive hoarding, workaholism, financial enabling, financial dependence, financial denial, and financial enmeshment, …
Tactical Asset Management Or Financial Trauma?: Why The Abandonment Of Buy-And-Hold May Be A Symptom Of Posttraumatic Stress, Bradley Klontz, Sonya L. Britt
Tactical Asset Management Or Financial Trauma?: Why The Abandonment Of Buy-And-Hold May Be A Symptom Of Posttraumatic Stress, Bradley Klontz, Sonya L. Britt
Journal of Financial Therapy
The purpose of this study was to measure the psychological impact of the 2008 financial crisis on financial planners. Recent surveys of financial advisors have confirmed a fundamental shift away from strategic management in favor of tactical management, with planners reporting having had made on average 2.15 adjustments in the past 12 months to take advantage of market changes (FPA 2012 Trends in Investing Study, 2012), and 83% of financial planners planning to make at least one tactical adjustment within the next three months (Veres, 2012). This article explores the psychological impact of the 2008 financial crisis on financial planners, …
Money Beliefs And Financial Behaviors: Development Of The Klontz Money Script Inventory, Bradley Klontz, Sonya L. Britt, Jennifer Mentzer, Ted Klontz
Money Beliefs And Financial Behaviors: Development Of The Klontz Money Script Inventory, Bradley Klontz, Sonya L. Britt, Jennifer Mentzer, Ted Klontz
Journal of Financial Therapy
Financial matters have been identified in the literature as a significant source of stress for individuals and families. However, little is known about the psychological issues related to money that may be contributing to individual and family problems. Using a sample of 422 individuals who identified their level of agreement on 72 money-related beliefs, this study identified four distinct money belief patterns. Three of these belief systems were significantly correlated with income and net worth. Demographic features associated with the four money belief scales are provided. The results of this study may be useful for practitioners interested in quickly and …
The Effectiveness Of An Interactive Multimedia Psychoeducational Approach To Improve Financial Competence In At-Risk Youth: A Pilot Study, Bradley Klontz, Caesar Pacifici, Lee White, Carol Nelson
The Effectiveness Of An Interactive Multimedia Psychoeducational Approach To Improve Financial Competence In At-Risk Youth: A Pilot Study, Bradley Klontz, Caesar Pacifici, Lee White, Carol Nelson
Journal of Financial Therapy
In recent years, a growing number of initiatives have been aimed at increasing financial literacy among youth in America. However, these efforts have tended to target mainstream populations, and failing to adequately address the backgrounds, learning, and psychological needs of at-risk youth. This study piloted a curriculum on money management that presented a basic set of financial skills via story situations and characters that are meaningful to at-risk youth using a dynamic interactive multimedia online delivery to heighten youths’ interest to learn. The approach also helped at-risk youth gain insight into their money beliefs and psychological barriers to success, integrating …