The Leader's Guide

to Bridging the Gap Between Values and Finances (ft. Marci Grossman)


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All roads eventually lead back to your finances. In this episode, Alex sits down with financial literacy expert Marci Grossman to discuss the importance of understanding the relationship between your values, where you are at with your finances, and where you wish to be. Marci also outlines key questions you need to ask when starting the process of becoming your own financial expert!

0:50 - Who is Marci Grossman

2:30 - What is financial literacy?

4:10 - What questions should you start asking with your finances?

7:20 - Developing an empowering mindset around money

10:20 - “Find what bring you joy” - money is a tool to bring you what is important

“Am I spending on my values or what is important to others?”

13:15 - What questions are important to ask when you are looking to expand your knowledge?

“Look for a friend that disagrees with you and an enemy that agrees with you”

17:50 - What is the best way to start setting goals around your finances?

“All roads lead back to your finances”

22:06 - Why is money such a taboo topic?


Connect with Marci below and check out her book "MoneyMarci’s Guide to Financial Literacy"

https://www.moneymarci.com/onesheet

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The Leader's GuideBy Alex McCall