Financial Planning | Financial Planning and Mental Health with Carol Lynde
Chris Fry - May 04, 2026
Financial Planning and Mental Health with Carol Lynde
Time Stamps
1:52 - Introduction to Carol, Bridgehouse Asset Managers, and
3:49 - Genesis of Carol's Passion for Mental Health and Finance and the Partnership with the Canadian Mental Health Association
8:31 - The Intersection of Mental Wellbeing and Financial Planning
11:38 - Building Confidence and Clarity in Your Financial Situation
14:48 - Practical Steps Can You Take to Manage Financial Stress and General Wellbeing
16:32 - The PERMA Model
18:46 - Recommendations on How to Approach Conversations Around Wellbeing with Loved Ones
22:32 - The Holmes Rahe Life Stress Inventory and Other Resources
24:53 - The Trusted Contact Person (TCP)
39:30 - The Lakeridge Health Foundation Initiative
48:25 - Carol's Final Thought on Seeking Financial and Mental Wellbeing