Money can be one of the hardest topics to talk about—especially with family. But avoiding these conversations can hold you back. In this episode, financial researcher Sonya Lutter, Ph.D., CFP®, LMFT, joins host Jennifer Borget to explore where attitudes toward money come from. She’ll also share how open, honest dialogue about money can build trust, reduce stress and boost financial confidence. From navigating differing money beliefs with a partner to teaching kids about spending and saving, Sonya offers tips to make these talks easier and more impactful. 

Resources: Financial conversation starters for couples (https://www.northwesternmutual.com/assets/pdf/financial-conversation-starters-for-couples.pdf)

Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of Northwestern Mutual Wealth Management Company (NMWMC) are credentialed as NMWMC representatives to provide advisory services. 

Sonya Lutter, PhD, CFP, LMFT, "The Trust Factor: Key Insights into Planner-Client Relationships," Commissioned research from Northwestern Mutual, 2024. 

Sonya Lutter is not affiliated with Northwestern Mutual and the views expressed by Sonya Lutter do not necessarily represent those of Northwestern Mutual or its subsidiaries.