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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
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
5656 ratings
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
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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