Artwork

Content provided by Brian D Muller (AAMS©) (BFA™). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian D Muller (AAMS©) (BFA™) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Understanding Your Money Personality: The Key to Wealth Decisions

16:42
 
Share
 

Manage episode 484160182 series 3663402
Content provided by Brian D Muller (AAMS©) (BFA™). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian D Muller (AAMS©) (BFA™) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this week's episode, I am diving into a topic that affects every financial decision you make: your money personality. Understanding your relationship with money is crucial for making sound financial decisions and achieving your goals.

What is a Money Personality?

Your money personality is the set of attitudes, beliefs, and behaviors you have about money. It's shaped by your upbringing, experiences, and values. Just like your regular personality influences how you interact with people, your money personality influences how you interact with your finances.

Understanding your money personality can help you:

1. Make better financial decisions

2. Reduce money-related stress

3. Improve your relationships, especially when it comes to financial matters

4. Set realistic financial goals

For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To see what it would look like to hire me as your fiduciary financial advisor go to:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To schedule a Discovery Call go to:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠

Brian D Muller(AAMS©), Founder, Wealth Advisor

Podcast Disclaimer:

The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.

We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

Takeaways:

  • Understanding one's money personality is essential for making informed financial decisions and achieving long-term goals.
  • The five primary money personalities include the saver, spender, risk taker, security seeker, and flyer, each with distinct characteristics.
  • Identifying your dominant money personality can provide insights into your financial behaviors and help you develop better strategies for wealth building.
  • Each money personality has unique strengths, challenges, and growth opportunities that must be recognized for effective financial planning.

  continue reading

65 episodes

Artwork
iconShare
 
Manage episode 484160182 series 3663402
Content provided by Brian D Muller (AAMS©) (BFA™). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian D Muller (AAMS©) (BFA™) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this week's episode, I am diving into a topic that affects every financial decision you make: your money personality. Understanding your relationship with money is crucial for making sound financial decisions and achieving your goals.

What is a Money Personality?

Your money personality is the set of attitudes, beliefs, and behaviors you have about money. It's shaped by your upbringing, experiences, and values. Just like your regular personality influences how you interact with people, your money personality influences how you interact with your finances.

Understanding your money personality can help you:

1. Make better financial decisions

2. Reduce money-related stress

3. Improve your relationships, especially when it comes to financial matters

4. Set realistic financial goals

For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To see what it would look like to hire me as your fiduciary financial advisor go to:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To schedule a Discovery Call go to:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠

Brian D Muller(AAMS©), Founder, Wealth Advisor

Podcast Disclaimer:

The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.

We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

Takeaways:

  • Understanding one's money personality is essential for making informed financial decisions and achieving long-term goals.
  • The five primary money personalities include the saver, spender, risk taker, security seeker, and flyer, each with distinct characteristics.
  • Identifying your dominant money personality can provide insights into your financial behaviors and help you develop better strategies for wealth building.
  • Each money personality has unique strengths, challenges, and growth opportunities that must be recognized for effective financial planning.

  continue reading

65 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play