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In this thought-provoking episode of Real Money, Real Experts, Rachael and Mary are joined by Wendy De La Rosa, Assistant Professor at the Wharton School and behavioral finance expert, to dive deep into the psychology behind our financial decisions. Wendy shares how behavioral science can reshape the way we approach saving, spending, and budgeting, offering practical strategies to build healthier money habits and eliminate financial shame. We’ll also explore why money remains a taboo topic, the role of AI in personal finance, and how to create an environment that supports financial well-being. Whether you’re looking to get a handle on your budget, gain confidence in your financial decisions, or simply understand why we think the way we do about money, this episode is packed with insights to help you take control of your financial future. Show Notes: 04:18 Why we don't talk money (& why we should) 05:36 Financial Shame no more 08:06 Practical tips to talk about money with your loved ones 10:02 A sneak peek into Wendy's next project 13:00 Why a spreadsheet is not the answer for financial wellbeing 17:29 How to bring women into the financial conversation 20:31 How AI will influence personal finances 22:45 Wendy's top resources for financial conversations 23:53 Wendy's 2 cents Show Note Links: Wendy's Linkedin Wendy's X/Twitter Your Money, Your Mind Ted Talk Wendy's Ted Talk Want to get involved with AFCPE®? Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit. |