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“Smart Money Habits for People with ADHD” [Video Replay & Podcast #522]

Access the video replay, listen to the podcast episode (#522), download the slide presentation, and learn how to get a certificate of attendance for this ADHD Experts webinar originally broadcast on Tuesday, September 24, 2024.

ADHD Expert: Otto Rivera, CFP Verified Updated on October 3, 2024
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Episode Description

Smart money management eludes ADHD brains for various neurological and psychological reasons. Emotional dysregulation and dopamine-seeking ADHD brains can drive impulsive spending — an unhelpful coping mechanism. Executive functioning weaknesses can get in the way of paying bills on time, budgeting, and planning for financial success. And weak working memory may mean buying (and losing) the same item over and over again.

Here’s how the ADHD Tax affects some of my clients: They forget to pay their bills on time, incurring mounting late fees, even though they had funds in their bank account to cover the initial expenses. Some struggle to save for emergencies, such as losing a job or making a house repair. Others make a good salary but live paycheck-to-paycheck, wondering how they’ll be able to afford a child’s college or to live comfortably in retirement.

In this webinar, you’ll learn how to harness the strategies and habits that have helped many of my neurodivergent clients live their best financial lives. You will understand how to set your intention and overcome common ADHD-related money struggles to score small wins and even save for longer-term goals. We also will address several readers’ most pressing financial struggles so that everyone listening can benefit from sound practical advice.

In this webinar, you will learn:

  • How ADHD traits get in the way of reaching your financial goals
  • How to short-circuit impulsive spending
  • How to use automation and technology to budget, pay bills on time, reduce debt, and get other small financial wins
  • How to identify goals and harness the motivation to stay on track and ignite financial success
  • How to build a financial plan for today, tomorrow, and the future

Watch the Video Replay

Enter your email address in the box above labeled “Video Replay + Slide Access” to watch the video replay (closed captions available) and download the slide presentation.

How to Budget with ADHD: More Resources

Obtain a Certificate of Attendance

If you attended the live webinar on September 24, 2024, watched the video replay, or listened to the podcast, you may purchase a certificate of attendance option (cost: $10). Note: ADDitude does not offer CEU credits. Click here to purchase the certificate of attendance option »

Meet the Expert Speaker

Otto Rivera, a certified financial planner and enrolled agent with the IRS, was diagnosed with ADHD in his 40s. His ADHD struggles have made him stronger and more empathetic, traits that help him in his business. He is a financial planner with White Lighthouse Investment Management, an SEC-registered investment advisor firm. He also provides tax preparation services through the company he owns, Emergent Tax Services LLC.

Rivera is a member of the Financial Planners Association and is the host of their national Neurodivergent Planners Circle in which neurodivergent financial planners and other advisors share insights and education about neurodiversity. He lives in Florida with his wife and daughter and enjoys listening to history podcasts and classical music while jogging.

Listener Testimonials

“Otto lifted blame and provided helpful insights for ADHD brain challenges.”

“Excellent and exceptionally practical webinar. His expertise was so valuable, and the problem-solving segment was very relatable. Thanks.”

“Thank you so much, Otto. I am putting those four questions on a card for my wallet.”

Webinar Sponsor

The sponsor of this ADDitude webinar is….

 

 

Does keeping track of your expenses feel impossible? Do you feel like your impulsivity gets in the way of your financial well-being? We’ve been there. Here at Inflow, we know that staying on top of finances can feel hopeless, but we’re here to help. Developed by leading ADHD clinicians, Inflow is a self-help program that uses CBT principles to teach effective strategies that can help you successfully manage your ADHD to stay on track and hit your financial goals. Get your ADHD score today to kick off your Inflow journey.

ADDitude thanks our sponsors for supporting our webinars. Sponsorship has no influence on speaker selection or webinar content.

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