Sarah Newcomb

Financial Empowerment Coach

Ph.D.

Albany, New York

Sarah Newcomb

Financial Empowerment Coach

Ph.D.

Albany, New York

Sarah Newcomb, Ph.D. is a behavioral economist and Founder of the Thrive Financial Empowerment Center. As an applied scientist, Sarah adapts the findings of academic research for practical use in personal financial management. Through writing, speaking, and coaching, she teaches people of all stripes to build lives they love with the resources they have. Her work has earned mentions in Reuters, the Wall Street Journal, Forbes, HerMoney, and other outlets, and she is the author of Loaded – Money, psychology, and how to get ahead without leaving your values behind (Wiley, 2016).

Featured Videos

Speech Topics

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A Life You Love…With the Resources You Have (CE Eligible)

Traditional budgeting advice leads people to create plans that leave them feeling deprived today in the hopes of being happy in the future. These strategies rarely work because they run counter to human motivation. It’s no wonder that less than 30% of Americans report sticking to or using a budget. There is a better way. We can create spending plans that will make us happy today and in the future with a little help from psychology.

Two Mental Habits to Improve Financial Wellbeing (CE Eligible)

Financial health has at least two dimensions: economic stability and psychological well-being. The ‘worried wealthy’ and ‘carefree spendthrifts’ are examples of what can happen when someone is weak on just one of these two dimensions. In this talk, educators will learn how to recognize the signs of a healthy – or unhealthy financial mindset, as well as targeted coaching strategies to help students develop a mindset that supports both wealth and well-being.

Loaded - The psychology of financial decisions (CE Eligible)

Financial advisors know how hard it is to motivate actual behavior change, especially when emotion trumps logic, as it so often does. Crossing the line from fiduciary to counselor is a daunting step, but a basic understanding of financial psychology can be an incredible differentiator in your practice. In this session, you will learn how to help your clients 1) uncover and challenge core beliefs that may lead them to financial self-sabotage, 2) choose strategies that meet their needs while also reducing expenses, and 3) identify their most valuable resources and turn them into assets.

The Psychology of Intergenerational Wealth Preservation

The United States is undergoing the largest wealth transfer in history as over $70 trillion is passed to the next generation. This talk overviews some of the emotional and cultural dynamics that come into play when families navigate wealth transfers, and how you can help them ease the transition through communication and family governance practices.

Testimonials

Sarah is a visionary and pioneer in her field. It is such a joy to work with someone as kind, open, and collaborative as Sarah. She comes with our highest recommendation.

Variny Yim
Director of Partner and Affiliate Relations, Jump$tart Coalition for Personal Financial Literacy

Sarah is a thought-provoking and insightful speaker who inspires her audience to explore their own emotional and psychological barriers to financial success. She provides motivating and practical financial advice and is by far our most popular speaker.

Mary Dyer
President, Finance Authority of Maine

Testimonials

Sarah is a visionary and pioneer in her field. It is such a joy to work with someone as kind, open, and collaborative as Sarah. She comes with our highest recommendation.

Variny Yim
Director of Partner and Affiliate Relations, Jump$tart Coalition for Personal Financial Literacy

Sarah is a thought-provoking and insightful speaker who inspires her audience to explore their own emotional and psychological barriers to financial success. She provides motivating and practical financial advice and is by far our most popular speaker.

Mary Dyer
President, Finance Authority of Maine

Pricing

In-person Events: $2,500-$5,000

Virtual Events: $2,000

*Inquire about discounted pricing for non-profits and large group rates

Books by Sarah Newcomb

Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind

Sarah Newcomb

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Previous Speaking Engagements