Open Access. Powered by Scholars. Published by Universities.®
- Keyword
-
- Financial therapy (53)
- Book review (10)
- Financial planning (9)
- Research (6)
- Financial counseling (5)
-
- Marriage and family therapy (5)
- Editorial (4)
- Financial Therapy Association (4)
- Money scripts (4)
- College students (3)
- Couples (3)
- Financial well-being (3)
- Hoarding disorder (3)
- Mental health (3)
- Money disorders (3)
- Social work (3)
- Compulsive buying disorder (2)
- Family finance (2)
- Financial advising (2)
- Financial dependence (2)
- Financial enabling (2)
- Financial enmeshment (2)
- Financial health (2)
- Financial help-seeking (2)
- Financial knowledge (2)
- Financial management (2)
- Financial satisfaction (2)
- Financial social work (2)
- Financial stress (2)
- Gambling disorder (2)
Articles 121 - 141 of 141
Full-Text Articles in Business
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 …
Lean In: Women, Work, And The Will To Lead, Amanda Blanco
Lean In: Women, Work, And The Will To Lead, Amanda Blanco
Journal of Financial Therapy
Lean In: Women, Work, and the Will to Lead is a self-proclaimed “sort of feminist manifesto” written to empower women and men. Sandberg gives insight into how to overcome and help others overcome the internal and external obstacles that may hinder success. This book is recommended for women in the financial services field, as women are underrepresented in certain segments of financial services.
Sibling Position And Risk Attitudes: Is Being An Only Child Associated With A Person’S Risk Tolerance?, Jennifer M. Brown M.S., John E. Grable Ph.D., Cfp®
Sibling Position And Risk Attitudes: Is Being An Only Child Associated With A Person’S Risk Tolerance?, Jennifer M. Brown M.S., John E. Grable Ph.D., Cfp®
Journal of Financial Therapy
The influence of birth order on personality has been studied for several decades, but little research has been conducted on the association between sibling position and risk tolerance. The purpose of this study was to examine the relationship between being an only child and risk-taking attitudes. Data from the 2010 National Longitudinal Survey of Youth, 1979 sample was used to test the hypotheses that only children and first borns are similar, only children exhibit a lower risk tolerance when compared to those with siblings, and only children exhibit a lower risk tolerance when compared to those with siblings when first …
Financial Anxiety, Physiological Arousal, And Planning Intention, John Grable, Wookjae Heo, Abed Rabbani
Financial Anxiety, Physiological Arousal, And Planning Intention, John Grable, Wookjae Heo, Abed Rabbani
Journal of Financial Therapy
Results from this exploratory clinical study indicate that financial anxiety—holding an unhealthy attitude about one’s financial situation—and physiological arousal—the physical precursor to behavior—play important roles in shaping consumer intention to engage in future financial planning activity. Findings suggest that those who are most likely to engage the services of a financial adviser exhibit low levels of financial anxiety and moderate to high levels of physiological arousal. The least likely to seek the help of a financial adviser are those who exhibit high financial anxiety and low physiological arousal. Results support findings documented in the literature that high anxiety levels often …
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.
Book Review: It's Not You, It's The Dishes: How To Minimize Conflict And Maximize Happiness In Your Relationship, Derek Lawson
Book Review: It's Not You, It's The Dishes: How To Minimize Conflict And Maximize Happiness In Your Relationship, Derek Lawson
Journal of Financial Therapy
It’s Not You, It’s The Dishes brings economic principles and theory into the married life of couples. The authors simplify economics by providing fundamental concepts while removing technical jargon in a funny, yet intuitive way. Readers are introduced to the basics of comparative advantage, game theory, and eight other economic principles, all while learning lessons on how to resourcefully allocate their limited units of time, money, and energy to yield a better return on their biggest investment of their lives, their marriage. At its core, this is a self-help book aimed at married couples. Nevertheless, financial professionals and academics may …
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 …
Moneygrams: Recalled Childhood Memories About Money And Adult Money Pathology, Adrian Furnham, Sophie Von Stumm, Rebecca Milner
Moneygrams: Recalled Childhood Memories About Money And Adult Money Pathology, Adrian Furnham, Sophie Von Stumm, Rebecca Milner
Journal of Financial Therapy
In this study 512 adults completed two questionnaires. One questionnaire was devised specifically for this study concerning childhood memories of parental beliefs and behaviours with respect to money (i.e moneygrams)/ The second questionnaire established a measure of “money pathology” (Forman, 1987). The moneygram questionnaire was based on clinical cases and idiographic studies on money pathology. Around a fifth of the items showed significant sex differences. Factor analysis highlighted one clear factor, namely “money secrecy” - which was associated with greater levels of spending money pathology in adulthood. In women, but not in men, higher family money secrecy was significantly associated …
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.
Journal Of Financial Therapy Editorial, Volume 4, Issue 2, Kristy L. Archuleta
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.
Hoarding Disorder: It’S More Than Just An Obsession - Implications For Financial Therapists And Planners, Anthony Canale, Bradley Klontz
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
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 …
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 …