Case Study: Are You "Good With Money"?

What does it take to be "good with money"? Today we look at a real life financial planning case study to show how self-talk and identity factor into making better financial decisions.

Key takeaways:
  • You don't need to wait for permission to begin changing your life, even/especially when it's something really important.
  • A key driver in building positive habits is how you self-identify. Identity is at the heart of behavior change.
  • Making good decisions with money is rarely about having perfect information. (Does that ever exist?)
  • Instead, you should decide the type of person you'd like to be and then start making decisions that fit with that self-image.
Case Study: Are You "Good With Money"?
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