5+ Ways to Boost Your Emotional and Financial Well-Being

[00:50] Introducing Joy Lere & The topic of today’s episode.

[02:22] How our understanding of money early in life impacts our adulthood.

[06:38] At what age do kids start understanding conversations about money?

[08:40] Families develop unspoken rules about finances. How do these shape your financial behaviors?

[10:39] Why is creating and sticking to a wealth plan so hard for me? & How to overcome the lack of motivation and drive to start a wealth plan.

[14:19] A skilled financial advisor understands the psychology of money.

[15:25] The importance of sticking to your values and defining financial well-being for yourself.

[20:09] How to focus on your present financial well-being AND your future wealth, even after financial trauma or feelings of scarcity.

[24:20] How to choose a trustworthy financial advisor.

[31:50] When to listen to (or ignore) your survival instincts when making financial decisions.

[34:01] How to test whether or not your financial advisor has good intentions.

Learn about Shaping Wealth: https://bit.ly/shapingwealth-pod

Joy Lere, Psy.D. is a licensed clinical psychologist and behavioral finance consultant with a practice in Napa, California. She previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and held clinical and research positions at Children’s National Medical Center, the Penn Medicine Princeton Health, and the Department of Defense. Joy is the Founder of Shaping Wealth, a learning platform that’s transforming the human experience of money through original content on money, minds, and markets.

Visit Joy’s website: https://bit.ly/JoyLerePE

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OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it’s your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.