23. Financial Tactics vs Mindsets: Which Do You Need? - podcast episode cover

23. Financial Tactics vs Mindsets: Which Do You Need?

Nov 16, 202210 minSeason 1Ep. 23
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Episode description

As a Certified Financial Planner™, I can talk all day about how to reach your financial goals. Budgeting, investments, insurance, tax strategies, you name it. 

But as a CFP® who has worked with clients for over a decade, I know that these financial strategies aren’t everything. In fact, in my opinion, financial strategies without a solid financial mindset aren’t going to be much help. 

You can do all the right things, but if your mindset isn’t in the right place, they might not work out. This is why it’s a good idea to blend tactics + mindset — and I will show you how. In this video, I dig into the importance of understanding your money scripts and how to address those so you can better use financial strategies provided by an expert.

Where to find me: 

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