Curtis Financial Planning

S3 E2: The Link Between Self-Awareness and Financial Success

As a financial planner and advisor, I’m continually struck by how much my work intersects with that of a clinical psychologist. Which is why I invited Joy Lere, Psy.D. to be a guest on the podcast this month. Joy’s expertise as a clinical psychologist and behavioral finance consultant illuminates why our psychology and money habits are so closely linked–and why developing self-awareness is critical for financial success.

Personal finance isn’t just about facts and figures. It’s also about understanding our emotions and behaviors around money and why we make certain decisions, even when we know it’s not in our best interest. But as Joy says, we are not our past; we always have the ability to change.

I hope this conversation helps you begin to see the parallels between your psychology and money habits–and inspires you to start (or continue) the work of understanding yourself and your values, so you can get more happiness and fulfillment from your money.

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Joy Lere, Psy.D. on psychology and money:

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The Happiness Spreadsheet by Cathy Curtis

Loaded by Sarah Newcomb

Freud and Finance

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Curtis Financial Planning