Financial planning in Private Practice with Anna Gooch

Welcome to the Business of Psychology podcast. I'm really excited to be here with Anna Gooch. Anna is a unique individual with a fantastic background in financial planning, and also a counsellor with a lot of passion for supporting people with their mental health. This is a fantastic combination to have, and we're going to talk about Anna's personal story, where her passion comes from, but also about how we might support clients who are going through financial difficulties; we all know that many of our clients go through financial difficulties during their time with us. And then finally, about how we might look after ourselves financially, because most people listening to this will be independent psychologists or therapists, and we often don't have the most robust financial plan in place.

Full show notes and a transcript of this episode are available at The Business of Psychology

Links for Anna:

LinkedIn: Anna Gooch

Email: anna.l.gooch@sjpp.co.uk

Links for Rosie:

Substack: substack.com/@drrosie

Rosie on Instagram:

@rosiegilderthorp

@thepregnancypsychologist

The highlights

• Anna tells us about her career and how she ended up being a counsellor and financial advisor 1:18
• We discuss the shame and embarrassment people feel when talking about money 10:35
• Anna talks about why her niche is working with counsellors 21:31
• Anna takes us through what she looks at with a client, including insurance and pensions 29:10
• I ask Anna what a first good step is, if you’re feeling overwhelmed 33:00
• Anna explains what a lasting power of attorney is 35:46
• I ask Anna if we should consolidate our NHS pension with other pots 38:05
• Anna explains how how working with a financial advisor works 40:21
• Anna tells us how we can get in touch with her 43:22

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