Podcast

Money is often one of the most difficult topics to discuss with loved ones, but have you ever wondered why? In this episode, Dr. Sonya Lutter, a researcher and financial psychologist, explains how childhood experiences around money shape the way people handle—and talk about—money as adults. Early financial experiences often create unconscious thought patterns or “money scripts” that influence behavior and can make financial discussions feel emotionally charged. But there are ways to approach these conversations with curiosity and open the door to more honest communication. Lutter also explains the role financial advisors can play in easing anxiety around money conversations and helping everyone feel heard. 

From becoming a teenage TV star to her current role as a wellness entrepreneur, Lo Bosworth has navigated several life transitions that have shaped the way she thinks about money. In this episode, Lo shares the financial challenges she’s faced throughout her life and the lessons she’s learned along the way. You’ll also hear from Lauren Yoder, VP of Product Management at Northwestern Mutual, who discusses how big life changes can affect your money and explains how planning ahead and setting goals can give you confidence through every phase of adulthood.

There’s a lot more to buying a home than simply finding a house you like and signing on the dotted line. You’ll want to consider your short- and long-term goals, how much house you can afford and where, exactly, you want to live. In this episode, Jeb Smith, a real estate agent and the host of The Educated Homebuyer, breaks down the home buying process in a way that feels approachable. He also offers tips for making your home ownership dreams a reality. If you’re thinking about buying a home and don’t know where to start, a financial advisor can help you see the full picture, including not just what you can afford now but also how you can find a home that meets your goals for the future.