Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis

Financial Planner Life Podcast

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 influence adult financial behaviour
• How money shame blocks clients from implementing advice
• Why planners must understand their own money beliefs first
• The power of creating emotional safety in client conversations
• Tools and training to help financial planners explore money coaching

If you're a financial planner who wants to build deeper trust, improve client outcomes, and bring more human connection into your advice process - this one's for you.

🔗 Learn more about Dennis and Cambridge Money Coaching:
https://www.cambridgemoneycoachinguk.com/

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🗣 Drop a comment — what’s your first memory of money?

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Chapters

1. Introduction to Money Coaching (00:00:00)

2. The Origin of Money Beliefs (00:03:43)

3. Creating Safety in Client Conversations (00:11:17)

4. Dennis's Personal Money Story (00:19:58)

5. Addressing Client Anxieties Around Money (00:30:10)

6. Transforming the Fee Conversation (00:40:17)

7. Final Thoughts and Resources (00:47:45)