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Behavioral Finances

Hosted by: Laura Hawley Special guest: Dana Hurley

August, 2018

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)

Links From the Show:

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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