What Financial Coaching Actually Looks Like

Episode 371 of the It's Not About The Money podcast, hosted by Catherine Morgan, titled "What Financial Coaching Actually Looks Like" was published on March 9, 2026 and runs 28 minutes.

March 9, 2026 ·28m · It's Not About The Money

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Episode Description

In this conversation, I discuss my journey from being a qualified financial advisor in debt to understanding the deeper emotional patterns behind financial behaviors. I introduce the Money Narratives Clearing Framework, emphasising the importance of awareness, recognising benefits and costs, and exploring secondary gains in financial decision-making.

The discussion highlights how shame and acceptance play crucial roles in transforming financial patterns and the impact of loss aversion on choices. I encourage approaching financial coaching with compassion and understanding, aiming for lasting change rather than quick fixes.

Chapters

00:00 Understanding Financial Patterns and Personal Debt

02:46 The Money Narratives Clearing Framework

05:22 The Importance of Awareness in Financial Coaching

08:29 Recognizing Benefits and Costs of Financial Patterns

10:58 Exploring Secondary Gains in Financial Behavior

13:34 The Role of Shame and Acceptance in Financial Change

16:17 Identifying Hidden Trade-offs in Financial Decisions

18:47 The Impact of Loss Aversion on Financial Choices21:16 Transforming Patterns Through Compassion and Understanding

Resources:

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