What's Your Financial Archetype? with Brent Kessel

from If Money Were Easy · host Mary Beth Storjohann and Neela Hummel

Have you ever wondered what influences the financial choices you make? Or why certain habits are so difficult to break? Or why reaching your financial goals seems so easy for some, but difficult for others? Today Mary Beth Storjohann and Neela Hummel talk with Brent Kessel to discuss the eight financial archetypes, The Caretaker, Innocent, Empire Builder, Pleasure Seeker, Guardian, Saver, Idealist, and Star, and the characteristics each archetype brings. Together they explore how to discover which archetype you are and what your archetype says about your values and decisions you make. You'll also learn why it can be so helpful to understand your financial archetype(s), and how you can find a balance of strengths and weaknesses of each. For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page. What You'll Learn in This Episode: The benefits of discovering your financial archetype How you can use archetypes to build more stable connections with others A quiz to help you discover your dominant financial archetypes What some of the financial archetypes are and their characteristics Life events that can shift your financial archetype Why it's important to look for exceptions when analyzing your archetype How to recognize when your archetypes are out of balance How understanding your archetypes can help you manage expectations around money Resources Mentioned on the Show: Take the Financial Archetype Quiz How Your Financial Archetype Can Impact Your Finances What's Your Financial Archetype? The 8 Money Types It's Not About The Money: A Financial Game Plan for Staying Safe, Sane, and Calm in Any Economy by Brent Kessel The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder The Enough Project Stay Connected: Follow Brent Kessel on Twitter, LinkedIn, and Instagram Join the Abacus community by connecting with us on Facebook, Twitter, Instagram, and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn

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This episode is 37 minutes long.

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This episode was published on July 26, 2023.

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