Check Your Balances

What's Your Money Personality?


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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


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Check Your BalancesBy Ross Anderson, CFP® and Daniel Messeca, CFP®

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