Dollars and Zen: A Community-Based Financial Capability and Stress Management Digital Intervention among Low-Income Latino Adults

Last registered on March 03, 2025

Pre-Trial

Trial Information

General Information

Title
Dollars and Zen: A Community-Based Financial Capability and Stress Management Digital Intervention among Low-Income Latino Adults
RCT ID
AEARCTR-0015482
Initial registration date
March 02, 2025

Initial registration date is when the trial was registered.

It corresponds to when the registration was submitted to the Registry to be reviewed for publication.

First published
March 03, 2025, 9:03 AM EST

First published corresponds to when the trial was first made public on the Registry after being reviewed.

Locations

Primary Investigator

Affiliation
Pepperdine University

Other Primary Investigator(s)

PI Affiliation
Pepperdine University

Additional Trial Information

Status
Completed
Start date
2024-02-01
End date
2024-09-29
Secondary IDs
Prior work
This trial does not extend or rely on any prior RCTs.
Abstract
Using a community-partnered approach, we enhanced a digital financial capability intervention, Mind Your Money, with theoretically- and empirically-grounded stress management techniques. We tested whether this integrative intervention improved financial capability, self-efficacy, actions, and stress as well as sleep, a health behavior and correlate of stress. We take an randomized controlled trial approach, with a wait-list control group to make sure everyone benefited from our program (39 in the intervention group, 37 in the control group). For this RCT, we had a sample of 76 Hispanic/Latino adults who reside in Greater Los Angles area (mean age = 45, 76% female, 88% with household income below $59,999). Participants completed questionnaires regarding financial capability, self-efficacy, actions, stress, sleep, and usefulness of the intervention. Intent to treat difference-in-difference (DID) analyses demonstrated that those exposed to the intervention, in comparison to the control group, reported greater increases in financial capability and greater decreases in financial stress from baseline to immediate post-intervention. There were no significant differences in financial self-efficacy and sleep changes. Participants found the intervention useful and novel. An integrative digital financial capability and stress management intervention improved financial capability, actions related to financial decisions, and financial stress.
External Link(s)

Registration Citation

Citation
Blanco Raynal, Luisa and Nataria Joseph. 2025. "Dollars and Zen: A Community-Based Financial Capability and Stress Management Digital Intervention among Low-Income Latino Adults." AEA RCT Registry. March 03. https://doi.org/10.1257/rct.15482-1.0
Experimental Details

Interventions

Intervention(s)
We designed our intervention as a community-based randomized controlled trial with a wait-list control group. We provided participants into a 3-month digital program that invited them to complete activities in our platform, where the treatment group was exposed to the program first, and the control group was exposed after we collected a follow up survey at three months. Participants were compensated for their time with a gift card up to $60 for completing two surveys and 12 weekly online activities. If participants completed all activities there was an additional bonus of $30.

The activities for our three-month digital program, called Dollars and Zen, were based in a curriculum we developed to cover major topics related to money and financial stress management. Participants received one text and email each week for three months that invited them to complete a 5-10 minutes activity in our program platform. Participants had to read information related to the topic of the month and use online tools to apply the knowledge acquired. We provided audio files for the informational written material to make it easier to engage with the material for those participants who have a preference for learning through audio. All educational material was in English and Spanish.

The financial education material was based on the material developed by Blanco et al. (2023) for Mind Your Money digital program. The financial stress management material was newly developed for the Dollars and Zen intervention but was strongly based on evidence-based cognitive-behavioral stress management knowledge and skills. All material was linguistically and culturally tailored to meet the informational and motivational needs of the Latino community in Los Angeles area and was developed and reviewed in concert with our Community Advisory Board.
Intervention (Hidden)
Intervention Start Date
2024-02-01
Intervention End Date
2024-09-29

Primary Outcomes

Primary Outcomes (end points)
Financial Capability Score (FCS).
Financial Self-Efficacy Score (FSES).
Financial Stress Indicator (FSI).
Financial Stress Impacts.
Sleep Quality.
Primary Outcomes (explanation)
Financial Capability Score (FCS). We use the FCS to evaluate the impact of our program on specific financial behaviors that were encouraged through our digital learning experience. This measure was developed by Collins and O’Rourke (2013), and it is a useful measure of six specific behaviors: having a budget/spending plan, feeling confident about achieving a financial goal, feeling confident about covering an unexpected expense, having an automatic deposit for saving, having living expenses lower than total income, and not being charged a late fee or loan. Higher values represent more desirable financial behaviors.
Financial Self-Efficacy Score (FSES). We use the six-item FSES developed by Lown (2011) to measure how program participants feel about managing financial problems. This measure helps gauge the ability of an individual to address financial challenges through activating mental resources, motivation and taking specific actions to accomplish specific tasks related to managing personal finances on a scale from 1 (exactly true) to 4 (not at all true). An example question is as follows: “When faced with a financial challenge, I have a hard time figuring out a solution.”
Financial Stress Indicator (FSI). We use the FSI to evaluate the impact of our program on financial stress levels. This indicator, which was developed by the Financial Health Network (Dunn et al., 2022), measures whether participants have experienced financial stress in the previous month, i.e., “Over the last month, how much stress, if any, did your finances cause you?”. Response options to this indicator included no stress, some stress, moderate stress, and high stress.
Financial Stress Impacts. Two subscales of the financial strain survey (Aldana & Liljenquist, 1998) were used to assessed the extent to which financial stressors were impacting the physical health and relationship well-being of participants on a scale from 1 (never) to 5 (always). The physical health subscale consisted of four items, e.g., “Do you ever get headaches from worry over money matters?”. The relationships subscale consisted of four items as well, e.g., “I tend to argue with others about money”.
Sleep Quality. The Pittsburgh Sleep Quality Index (PSQI)-Brief is a six-item scale used to assess sleep duration, time taken to fall asleep (sleep latency), number of undesired awakenings, and sleep quality (Sancho-Domingo et al., 2021). It is a reliable, valid measure with sensitivity and specificity for identifying poor sleepers and convergences with other sleep measures (Sancho-Domingo et al., 2021).

Secondary Outcomes

Secondary Outcomes (end points)
Secondary Outcomes (explanation)

Experimental Design

Experimental Design
We evaluated the impact of our intervention taking an Intention To Treat (ITT) approach. We also evaluate the impact of our program taking a Treatment On the Treated (TOT) approach for robustness purposes. We use the Difference-In-Difference (DID) model estimation with Ordinary Least Squares, including individual fixed effects and clustering standard errors at the individual level. For the TOT estimation, we constructed weights for TOT estimates with a Probit model, where we regressed our attrition related variable on those variables that were statistically significantly different between those that completed follow up survey at 3 months and those who did not.
Experimental Design Details
Randomization Method
Participants were randomly assigned to treatment and control groups using Stata.
Randomization Unit
individual
Was the treatment clustered?
No

Experiment Characteristics

Sample size: planned number of clusters
NA
Sample size: planned number of observations
118
Sample size (or number of clusters) by treatment arms
76
Minimum detectable effect size for main outcomes (accounting for sample design and clustering)
IRB

Institutional Review Boards (IRBs)

IRB Name
Pepperdine Seaver Institutional Review Board
IRB Approval Date
2023-08-23
IRB Approval Number
23-05-2157

Post-Trial

Post Trial Information

Study Withdrawal

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Intervention

Is the intervention completed?
No
Data Collection Complete
Data Publication

Data Publication

Is public data available?
No

Program Files

Program Files
Reports, Papers & Other Materials

Relevant Paper(s)

Reports & Other Materials