Wednesday Jul 03, 2024

12. Changing Mindsets and Behaviors Around Money with Cindy Morgan-Jaffe

“I realized I need some way to help people understand their money story–how do we become healthier in our relationship with money?”

 

We welcome the dynamic Cindy Morgan-Jaffe, an acclaimed author, counselor, and coach with a particular focus on our emotional connections to money. Her experience helps peel back the layers of our financial mindsets and how our experience with money shapes our use of it. Her guidance creates a pathway for you to align your head, your heart, and your habits to achieve a life of balance and intentional financial decision-making.

Get ready to challenge and change your relationship with money as Cindy discusses the discomfort of asking for help, the necessity of setting boundaries, and the power of a healthy wealth mindset. 

We'll also delve into the profound influence of mentoring, the need for financial education to navigate an online world rife with misinformation, and how we can recalibrate our legacy when it comes to wealth.

So, whether you're navigating personal challenges, mismanaging your finances, or looking to pivot your financial legacy, this episode will provide you with the perspectives and tools to forge a transformative approach to money and life.

KEY HIGHLIGHTS:

  • Aligning head, heart, and habits for personal effectiveness
  • Understanding the effect of triggers on decision-making
  • The power of moderation and accountability
  • Boundary setting as a self-leadership tool
  • Balancing values like generosity and stability
  • The role of positive leadership in money conversations

KEY LINKS:

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/  

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