242. Daniele Beasley on Financial Therapy – What is it, Why is it Important?

We first interviewed Daniele Beasley in 2021 and discussed her focus on financial literacy and her financial advisory practice.  Fast forward to early 2024, and Daniele’s contribution of content to the industry has continued apace, and she is now making a name for herself in the emerging area of financial therapy.

Intrigued by this new field, I invited her back onto the podcast to discuss what financial therapy is, why it is sweeping the world of wealth management and what we can expect in terms of the kind of financial advice we get going forward.

You can read more about the references and materials in this podcast here.

Twenty Concierge Wealth Management

Colearning Books (Financial Literacy Coloring Books)

Connect on LinkedIn


Financial Therapy Association

Financial Therapy Association 2024 Conference


Financial Therapy: Theory, Research, and Practice (The Financial Therapy Bible, a must read)

Financial Therapy Journal


University of Georgia 

The Affirming Advisor Program

Financial Therapy Master Series

This podcast will form part of Series 2 of the 2024 Fiftyfaces Podcast, which is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is  a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.