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

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