Laura Hawley – CFP®, Senior Vice President at Allen & Company
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.
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)
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
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 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 for teaching...