30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze

30: Exploring the Mindsets and Motivations Driving Money Decisions with Rachel Cruze

Financial success relies just as much on knowing yourself as it does knowing what to do with money.

After spending the majority of her career teaching people what to do with their money, Rachel Cruze realized that knowing what to do wasn’t enough.

That the gap between knowing and doing is forged by how we think, feel, and behave with money (our mindset and motivations). And it’s these mindsets and motivations that drive most of our financial decision-making.

The key to behavior change and financial success is helping clients understand why they handle money the way they do and what to do about it.

In this episode, Rachel discusses:

  • The percentage of personal finance that is behavioral vs tactical
  • The Four Money Classrooms that reveal how your childhood impacts your decision-making today
  • Why dreaming is the key to boosting savings
  • The “Why Statement” that she says everybody should use to start their money conversations
  • Three insights on how to create lasting behavioral change

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