Check Your Balances
Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
Check Your Balances
What's Your Money Personality?
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Ross Anderson, CFP® and Daniel Messeca, CFP®
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Episode 208
Your money personality plays a bigger role in your financial success than you might think. In this episode, Ross and Dan introduce a framework of four distinct money personalities. Learn how to identify your own archetype and understand how it impacts your saving, investing, and overall financial well-being. We'll also discuss strategies for leveraging your strengths and mitigating your weaknesses to achieve your financial goals.
This episode is on YouTube: https://youtu.be/94wRwj_f1RM
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