Social Work to Wealth Podcast

50. [CE] Financial Therapy 101: How to Talk to Your Clients About Money with Lindsay Bryan-Podvin, LMSW

September 28, 2026·1h 5m
Episode Description from the Publisher

CE Info: This episode is approved for 1 CE credit through the Association of Social Work Boards (ASWB) ACE Program (#2807) and the National Board for Certified Counselors (NBCC) Provider Program (#8078). To receive CE credit, you must pay, register, and complete the required post-test and evaluation. Listening alone does not guarantee credit. It is your responsibility to verify that this course meets your licensing board's requirements. Click here to purchase the course!In this episode, we are joined by Lindsay Bryan-Podvin, LMSW, a certified financial therapist, to talk about the intersection of money and mental health. She shares what financial therapy actually is and why you don’t have to be a financial expert to start talking about money with your clients.Lindsay shares practical ways clinicians can start uncovering these patterns with clients and reminds us that you don't need to have your own finances perfectly figured out or become a financial therapist to create space for these conversations. If you've ever had a client bring up money and weren't sure what to say, this episode is a good place to start!We chat about:What financial therapy is and how the field has evolvedThe difference between financial therapy and financial planning or advisingHow financial stress can affect mental health and overall well-beingHow money beliefs and early experiences can influence financial behaviorsWays money can affect friendships, romantic relationships, families, and workplace dynamicsWhy money remains such a taboo topicResources for clinicians interested in training in financial therapyResources mentioned:Financial Therapy AssociationCertified Financial Therapist (CFT) credentialFinancial Social Work trainingTrauma of Money MethodMoney scripts research by Dr. Brad KlontzConnect with us!Social Work to Wealth CE Updates — CE only updatesSocial Work to Wealth Newsletter — Get updates on money resources, events, salaries, and more straight to your inboxFind Social Work to Wealth on: TikTok, Instagram, & YouTube.Disclaimer: The information presented in this podcast & on any affiliated platforms is for educational, informational, & entertainment purposes only and should not be construed as legal, financial, or professional advice. Consuming this content does not create an attorney-client relationship. If you need legal advice pertaining to your particular situation, consult one-on-one with an attorney.

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