PODCAST · 02 JULY 2026

No Shame Planning (Podcast)

Babin Bessner Spry LLP

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This episode tackles the "shame game" in personal finance, exploring how investors can avoid feeling ashamed about their financial situation and how financial service providers can approach clients without triggering feelings of shame or inadequacy.

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<p>This episode tackles the "shame game" in personal finance, exploring how investors can avoid feeling ashamed about their financial situation and how financial service providers can approach clients without triggering feelings of shame or inadequacy.</p> <div> <p>Key topics:<br />• Empowering clients to move from hopelessness to hopefulness<br />• Managing client expectations to transform unrealistic wish lists into achievable goals<br />• Raising awareness about hte harmful effects of the "keeping up with the Joneses" mindset across generations<br />• Identifying personal spending triggers, such as feelings of inadequacy, to help prevent overspending<br />• Supporting clients who tend to underspend by encouraging them to pay themselves first and enjoy their lives<br /></p></div>

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