Feelings About Finances

Feelings About Finances

Most of us think money is about numbers, goals, and returns - but what if it’s more about fear, shame, love, and purpose? In this conversation, Mary and James dive into the psychology of money: why we avoid talking about it, how our past shapes our financial behavior, and how wealth management is often more about values than value. From billionaires with hidden fears to new earners trying to get it right, this is a conversation about what money really means - and how we can have a healthier, more intentional relationship with it.

Highlights:

• Why people would rather talk about death than their finances
• The emotional drivers behind wealth accumulation - fear, shame, and validation
• The critical role of a wealth advisor
• How to raise financially aware kids in a world of instant gratification

Resources:

The Psychology of Money by Morgan Housel - Book

Acquired Podcast - Interview with Howard Schultz - Link

Simon Sinek TED Talk: Start With Why - Video