In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
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In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis
Financial Planner Life Podcast
49 minutes
5 months ago
Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis
In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it. Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, scarcity, or self-worth, these emotional drivers often get in the way of good financial decision-making. We discuss: Why childhood money stories...
Financial Planner Life Podcast
In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
