In this powerful Part 2 episode, financial advisors Michael Scarpati and Chris Monzon explore the deep connection between financial planning and human psychology. 💭💰
They discuss how early life experiences and childhood money stories shape our financial beliefs, habits, and behaviors. By examining the emotional and psychological side of personal finance, they offer a new approach to building wealth that starts with self-awareness—not spreadsheets.
This conversation dives into:
How your childhood shapes your relationship with money
The role of values-based financial planning
What it really means to have “enough”
How to build financial independence with intention
Why mindset is the real engine behind financial success
Whether you’re just getting started on your financial journey or reevaluating what “wealth” means to you, this episode will help you connect the dots between your inner world and your money decisions.
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⏰ Timecodes ⏰
00:00 Navigating Client Goals and Values
38:09 Disclaimer at the end .m4v
#financialmindset #moneybeliefs #moneypsychology
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Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/
