10/03/2024 · Jess Bost and Mark Newfield
In this episode of How Did We Get Here, Derek Hagen shares his remarkable journey from growing up in poverty and washing dishes to becoming a Chartered Financial Analyst and financial therapist. He discusses the lessons learned through hard work, education, and perseverance, and how his experiences shaped his philosophy that money should be a tool to improve life—not the goal itself. The conversation explores resilience, career growth, and finding purpose through financial well-being and meaning.
06/04/2024 · Chris Brodhead
Amy shares the importance of integrating the emotional and psychological aspects of money into financial planning. She shares insights on how financial advisors can enhance client trust, satisfaction, and motivation by adopting a holistic, values-based approach.
05/17/2024 · Dan Haylett
In this episode of Humans vs. Retirement, Derek Hagen joins to discuss how creativity, intention, and values can guide a meaningful retirement. He explains why money should be seen as a tool—not a goal—and how purpose and personal values should drive financial decisions. Derek and host Andy Hart explore the importance of diversifying sources of meaning, being present with time, and designing retirement as a new, fulfilling phase of life rather than a finish line.
05/08/2024 · Broc Buckles and Peter Ciravol
Have you ever considered how your feelings affect your money? Amy Mullen, CFP® talks about how understanding emotions helps with managing money, the origins of Money Quotient teaching people about money, and stories about helping people with different levels of financial knowledge.
02/14/2024 · Rory Henry
Amy discusses the results of a recent study conducted in collaboration with the Financial Planning Association, titled ‘Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.’ The study reveals a significant gap between what advisors think they are providing and what their clients actually feel they are receiving.
11/08/2023 · Josh St. Laurent
In this episode of Wealth in Yourself, Derek Hagen joins to explore the intersection of mindfulness, money, and well-being. As a financial therapist and founder of Money Health Solutions, Derek shares how understanding our money psychology can reduce financial stress and improve decision-making. He discusses practical ways to use money as a tool for intentional living, cultivate financial peace, and develop a healthier, more mindful relationship with our finances.
08/16/2023 · Derek Hagen
In this guest article for Michael Kitces’ Nerd’s Eye View, Derek Hagen explores how financial advisors can use Motivational Interviewing (MI) to help clients overcome resistance to change and follow through on financial advice. Derek explains how ambivalence often prevents clients from taking action and how MI techniques—like reflective listening and curiosity-driven conversations—can help clients uncover their own motivations for change. The result: deeper trust, stronger follow-through, and advice that truly makes a difference.
08/09/2023 · Derek Hagen
In this Heart of Advice feature, Derek Hagen explores why some clients struggle to follow through on financial advice—and what advisors can do to help them move from resistance to action. Drawing on behavioral science and motivational interviewing principles, Derek outlines the stages of change and offers practical strategies to help clients overcome ambivalence, build intrinsic motivation, and take confident steps toward their goals. Advisors will learn how to use reflective listening, scaling questions, and change talk to strengthen relationships and drive lasting client progress.
07/06/2023 · Shaun Maslyk
In this episode, Amy shares her deep understanding of the hidden factors that affect financial decision-making. Listen to hear valuable insights on how to create lasting change and foster effective client-advisor relationships.
06/22/2023 · Daniel Crosby
In this episode of Standard Deviations with Dr. Daniel Crosby, Derek Hagen shares insights on working with clients who resist change. Drawing on his background in financial therapy and behavioral finance, Derek discusses how advisors can apply the “stages of change” model, avoid the “righting reflex,” and use tools like scaling questions and change rulers to help clients move forward. He explores practical ways to navigate fear, anxiety, and pushback—turning resistance into motivation and helping clients take confident steps toward lasting progress.
