Your money habits may be telling a bigger story about your personality than your portfolio ever could. Benjamin Tan—former investment banker, therapist, and author of Suit Yourself: A Portfolio Strategy for Every Personality Type—reveals why investing is often emotional, not purely rational, and how understanding yourself can lead to better decisions with money, work, and life.
Benjamin shares how a decade in banking, a move from Singapore to the U.S., and an unexpected turn into clinical mental health counseling shaped the way he thinks about risk, identity, and financial wellbeing. He explains why the “right” career path is often just the one your environment expects, how his background in accounting and investment banking still informs his work as a therapist, and why his book blends the Enneagram, investing behavior, and pop culture to make self-awareness more practical and memorable.
You’ll discover:
- How Singapore’s finance-driven culture pushed Benjamin toward banking
- Why his career shift happened after a life-changing training experience in substance abuse treatment
- The connection between personality traits and investing behavior
- How financial security supports mental health in ways most people overlook
- Why he uses humor, celebrities, and movie characters to make self-discovery stick
We also break down the changing role of AI in mental health, from faster documentation for clinicians to its limits as a replacement for real human connection. Benjamin makes the case that technology can assist, but it cannot replace belonging, relationships, or the grounding that comes from actual community.
If you’ve ever questioned your career path, wrestled with money anxiety, or wondered why some decisions feel irrational no matter how logical they look on paper, this conversation will give you a fresh lens. Perfect for anyone interested in mental health, investing, personal growth, or the hidden psychology behind the choices we make every day.
Amazon book page https://a.co/d/0fVhP8aO
Author website https://www.enneagraminvesting.com
#MentalHealthMatters #CareerChange #FinanceToTherapy #SelfAwareness #MindsetShift #PersonalGrowth #FinancialWellbeing #InvestingPsychology #MoneyMindset #MentalHealthAwareness #CareerPivot #LifeTransitions #InvestingTips #FinancialIndependence #HumanConnection