Episode 158:
Understanding Financial Stress, Anxiety & Burnout | Kristy Archuleta Ph.D., LMFT, CFT
Download the transcript or watch on Youtube!
What happens when financial stress becomes more than just the numbers?
In this episode of Real Money, Real Experts, Rachael DeLeon and Dr. Brandy Baxter sit down with Dr. Kristy Archuleta, a pioneer in financial therapy and professor of financial planning at the University of Georgia.
Kristy breaks down the important difference between financial stress and financial anxiety, how financial professionals can recognize when a client’s challenges go beyond the numbers, and when it may be time to refer a client to another professional. She also opens up about her own experience with burnout and the boundaries and community that helped her find her way back.
Plus, Kristy shares how her background in marriage and family therapy shaped her work in financial planning—and why technical expertise alone isn’t enough when we’re working with people.
Kristy will also be joining AFCPE as a keynote speaker at Symposium this November, where she’ll dive deeper into working with clients when you’re feeling overwhelmed and burned out yourself.
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Show Notes:
00:00 — Welcome & Meet Dr. Kristy Archuleta
02:00 — What Does Burnout Look Like for Financial Professionals?
04:14 — Financial Stress vs. Financial Anxiety
06:16 — When It’s More Than the Numbers
08:08 — Knowing When to Make a Referral
12:15 — The Origins of Financial Therapy
16:34 — Managing Work, Family & Everything in Between
20:24 — “Farm Girl Therapy Time”
21:03 — Why Community Matters
23:09 —Kristy’s 2 Cents
Connect With Our Guest
- Reach out directly via email: karchuleta@uga.edu
- Connect on social media: Kristy Archuleta on Linkedin
- Resource Mentioned: Burnout: The Secret to Unlocking the Stress Cycle by Nagoski and Nagoski
- Resource Mentioned: UGA Financial Planning
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About the Real Money, Real Experts Podcast
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