Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong passion for personal finance, and how a transformative college class sparked her commitment to helping families build savings and stability. We dive into her decade at Compass Working Capital, where she scaled financial coaching p...
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Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong passion for personal finance, and how a transformative college class sparked her commitment to helping families build savings and stability. We dive into her decade at Compass Working Capital, where she scaled financial coaching p...
Money Talks: How to Heal Your Financial Story with Erika Wasserman
Real Money, Real Experts
22 minutes
1 month ago
Money Talks: How to Heal Your Financial Story with Erika Wasserman
In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Dr. Brandy Baxter sit down with Erika Wasserman, Certified Financial Therapist and author of Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Financial Mindset. Erika shares how her personal journey—spanning a corporate career, global travel, motherhood, and personal transformation—shaped her holistic approach to financial well-being. Together, they unpack the emotional side of money—how values,...
Real Money, Real Experts
Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong passion for personal finance, and how a transformative college class sparked her commitment to helping families build savings and stability. We dive into her decade at Compass Working Capital, where she scaled financial coaching p...
