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BEHAVIORAL FINANCES

by: LAURA HAWLEY guest: Dana Hurley August 8, 2018
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Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss what the way we Spend, Save, and Invest our Money reveals about our Personality and how we think about Money. We will take an in-depth look at one of the most common Personality Assessments and how it can help discover a Career, General Strengths and Weaknesses, and Personal Finances. We also discuss the differences in Spending and Financial habits among partners and couples, and ways to compromise.

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In this episode we cover:

  • Economic Compass (1:46)
  • Financial Behaviors and the Myers-Briggs Personality Test (6:40)
  • How Behaviors drive Finances (10:39)
  • How to be better Consumers (16:33)
  • The Benefits of understanding your partner’s Money Personality (22:48)
  • How Behaviors affect the Market, and the complacency within the Market (34:17)
  • Handling concerns within Market conditions and identifying goals (42:56)

Tweetable Topics:

Americans spend over 4 trillion dollars annually on consumer goods. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Earnings is what drives our Market. – Dana Hurley, Financial Advisor at Allen & Company

40% of adults in the US rate themselves with a C, D or F when it comes to personal financial knowledge. – Dana Hurley, Financial Advisor at Allen & Company

Behaviors drive all kinds of different areas of life. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

How we save and how we spend really does reveal who we are. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Never go grocery shopping when you’re hungry. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

It’s not timing the Market, It’s time in the Market. – Dana Hurley, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

 

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...