The Psychology of Investing and Financial Wellness with Kate Dorman

Photos of Brandon Steele CFP and Kate Dorman Financial Therapist on bright blue and dark blue background

When it comes to investing and your overall financial wellness, how does psychology play a part? In this conversation, financial therapist Kate Dorman joins Brandon to share how our early experiences, relationships, values, culture, social media, and feeling play into one’s relationship with money and financial behaviors.

Kate Dorman LSWAIC, MHP, MSW is a personal finance nerd turned mental health therapist. At Sound Financial Therapy, Kate is passionate about helping people feel confident and in control of their personal finances and celebrating the small successes on the journey to reaching major accomplishments. Kate believes that personal finances are nuanced, financial decision making cannot simply be reduced to numbers, and change is always possible. You can learn more about Kate and Sound Financial Therapy here.

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Brandon Steele