For our first podcast of 2021, Shanna picks up her conversation with Atlas Point's Carrie Nelson.  Carrie is an expert in the fields of behavioral finance and character science.   "Financial Virtues" correlate to your personality and how you feel about money.

The three virtues that matter, with relation to money, are  humanity, wisdom, and courage.  And all of these are subject to bias, as Carrie explains.

There are four personas, or "bulls," when it comes to finance,:

• Yellow Bulls are big picture.
• Orange Bulls need detail.
• Purple Bulls want detail, but to connect information with people 
• Blue Bulls are big picture, but also want those same connections.

Carrie breaks each of these down in further detail.

For more information:

Atlas Point Website: https://theatlaspoint.com/

Heritage Financial Website: https://www.heritagefinancialaz.com/

To learn more about your financial personality, click on "What's Your Investment IQ," about 2/3 down the page.