July 25, 2023

What's Your Financial Archetype? with Brent Kessel

What's Your Financial Archetype? with Brent Kessel
What's Your Financial Archetype? with Brent Kessel
If Money Were Easy
What's Your Financial Archetype? with Brent Kessel

Have you ever wondered what influences the financial choices you make? Or why certain habits are so difficult to break? Or why reaching your financial goals seems so easy for some, but difficult for others? Today Mary Beth Storjohann and Neela Hummel talk with Brent Kessel to discuss the eight financial archetypes, The Caretaker, Innocent, Empire Builder, Pleasure Seeker, Guardian, Saver, Idealist, and Star, and the characteristics each archetype brings. Together they explore how to discover which archetype you are and what your archetype says about your values and decisions you make. You'll also learn why it can be so helpful to understand your financial archetype(s), and how you can find a balance of strengths and weaknesses of each.

For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

What You'll Learn in This Episode:
  • The benefits of discovering your financial archetype
  • How you can use archetypes to build more stable connections with others
  • A quiz to help you discover your dominant financial archetypes
  • What some of the financial archetypes are and their characteristics
  • Life events that can shift your financial archetype
  • Why it's important to look for exceptions when analyzing your archetype
  • How to recognize when your archetypes are out of balance
  • How understanding your archetypes can help you manage expectations around money
Resources Mentioned on the Show: Stay Connected: