Hosted by Melanie Lockert,
"I aim to break the taboo around money and mental health."
Join us for the inaugural Mental Health and Wealth Summit. You don't have to spend hundreds of dollars to get good money advice or mental health strategies that can help. At the summit, we have financial therapists, a Certified Financial Planner®, student loan expert, breathwork practitioner, and more who can help you manage your money and mental health.
Lindsay Bryan-Podvin is a biracial financial therapist, speaker, and author of the book “The Financial Anxiety Solution.” In her therapy practice, Mind Money Balance, she uses shame-free financial therapy to help people get their minds and money in balance. She’s expanded her services to help private practice therapists with their money mindset, sustainable pricing, and authentic marketing so they can include financial self-care in their work. She lives with her partner and their dog on the traditional land of the Fox, Peoria, Potawatomi, and Anishinabewaki peoples also known as Michigan.
Bryan Ruiz is a CFP® professional with a continual interest in the intersection of emotions and personal finance. He has worked in tax accounting, banking, customer service, and comprehensive planning. In 2018, he completed a financial planning residency at Kahler Financial Group in Rapid City, SD under Rick Kahler, a pioneer in financial life planning and financial therapy. As a proud introvert, his goal is to listen first then encourage people with where they want their money to go, not scold them for what they’ve done.
Begonya Klumb is the Head of HSA for Fidelity Investments, where she manages the HSA business with almost $7 billion in assets in more than 1.5 million health saving accounts. Prior to joining Fidelity in 2018, Begonya was the CEO of UMB Healthcare Services, a division of UMB Bank, and grew it to more than $2 billion in assets, more than 1 million health
saving accounts, and more than 5.3 million benefit cards. Prior to this position, she held positions at UMB Financial
Corporation as Executive Vice President and Chief Strategy Officer, Director of Financial Planning & Analysis, Director of Mergers & Acquisitions and Director of Corporate Strategy
and Investor Relations.
Jason Vitug is a wellness expert helping a generation achieve a victorious life through health and wealth. Jason is a bestselling NY Times reviewed author, You Only Live Once. Founder at phroogal.com, creator of the Plutus Award winning Road to Financial Wellness project, and a certified yoga teacher and breath work specialist. Jason focuses on a holistic approach where money isn’t the goal; money is the tool to help achieve the goals. His phroogal promise is to help you live a wealthier and purposeful life through wellness focused articles and access to money apps and services. Jason’s writing can be found on phroogal.com and can be reached socially on @phroogal.
Wendy Wright, LMFT, CEDS, CIEC, Financial Therapist, is a psychotherapist and consultant based in Denver, CO. Wendy offers financial counseling and helps you name the blocks that get in the way of your best financial life. In her early career she was a mortgage loan officer, and then later became a Licensed Marriage and Family Therapist. It is the blend of the therapeutic and the financial that can help you find more clarity and freedom in your relationship with money, spending, saving, and debting.
Travis Hornsby is a speaker and the founder of Student Loan Planner, which he launched after helping his physician wife navigate ridiculously complex student loan repayment decisions. To date, Student Loan Planner has consulted on over $1 billion in student debt. Travis is a Chartered Financial Analyst and brings his background as a former bond trader trading billions of dollars. Trying to solve the student loan crisis brought him out of his first retirement at the age of 25.
He brings that same intensity to analyzing the best repayment paths for graduate degree professionals with six figures of student debt. Travis and his team have helped over 5,486+ clients save over $272 million dollars on their student loans, and he’s been featured in U.S. News, Business Insider, Forbes, Huffington Post, Rolling Stone, ChooseFi, Bigger Pockets, Afford Anything, Money, and more.
Melanie Lockert is the author of the book Dear Debt, founder of Lola Retreat, and podcast host of The Mental Health and Wealth Show, and is a full-time freelance writer. Her work covers personal finance, small business, mental health, and relationships and has appeared on Business Insider, VICE, Allure, and more. Melanie has an M.A. from New York University, is passionate about music, boxing, and mental health and lives in Los Angeles with her two cats, Miles and Thelonious.
Dr. Nicole Garner Scott is a highly sought after serial entrepreneur, finance expert and coach. She launched Amount Financial Services
which has positioned her as a thought leader, teacher, speaker and nationally recognized money expert while gracing the stages of TEDx, the White House and more. A disruptor, who’s committed to normalizing money talks around the nation, Nicole uses her own story and experiences to empower others with tools to change their financial trajectories. She has
appeared in Essence, Cheddar, Upscale Magazine, and Rolling Out to name a few.
“I wish I were more confident with money…”
“Money stresses me out and makes me anxious…”
“I spend money to make myself feel better, but then feel worse…”
“My mental health makes it tough to manage my money…”
“I don’t even know where to start with my money…”
Do these statements sound familiar? As a finance writer and money mindset coach, I hear these comments every day from readers and clients.
Over the past year, I’ve seen how important it is that we change the conversation around money and mental health. We also need to help people talk about these topics and get information in a shame-free, no-judgment zone. So much personal finance advice and mental health care lacks empathy and can feel clinical or straight-up pathologizing.
I want to change that and that’s why I created The Mental Health and Wealth Summit in honor of Mental Health Awareness Month in May.
If you want open and honest conversations around money and mental health, while getting actionable advice and resources, this is for you.
Welcome & Breathwork: Unlocking the Power of Intentional Breathing to Set, Reset and Relax by Jason Vitug 4pm-5pm PT/ 7pm-8pm ET
Break 5pm-5:30pm PT/8pm-8:30pm ET
Transform Your Money Mindset by financial therapist Lindsay Bryan-Podvin 5:30pm-6:30pm PT/8:30pm-9:30pm ET
HSAs: Investing in Your Health and Wealth by Begonya Klumb, Head of HSAs at Fidelity Investments 4pm-5pm PT/7pm-8pm ET
Break 5pm-5:30pm PT/8pm-8:30pm ET
Breathe In Money: How to Release Money Blocks to Reconnect MIND, BODY, SPIRIT, & BANK ACCOUNT by Dr. Nicole Garner Scott 5:30pm-6:30pm PT/8:30pm-9:30pm ET
Managing Student Loan Debt and Mental Health — a conversation with Travis Hornsby about the 2021 Student Loan Planner Mental Health survey + Q & A – 4pm-5pm PT/ 7pm-8pm ET
Break 5pm-5:30pm PT/8pm-8:30pm ET
How to Manage Your Spending Triggers by Wendy Wright 5:30pm-6:30pm PT/8:30pm-9:30pm ET
Ask a Financial Planner by Bryan Ruiz, CFP® (bring your money questions!) 4pm-5pm PT/7pm-8pm ET
Mental Health and Wealth Hangout 5pm-6pm PT/ 8pm-9pm ET
Financial Win Party 4pm-5pm PT/7pm-8pm ET
Hosted by Melanie Lockert,
"I aim to break the taboo around money and mental health."