Ellen Bessner’s articles from Babin Bessner Spry LLP are most popular:
- with readers working within the Banking & Credit and Insurance industries
Episode Description
Relationship with Money: Why understanding your money story is essential to financial prosperity.
In this episode, Ellen Bessner and Brendan Monahan explore one of the most influential — and overlooked — elements of financial literacy: your relationship with money. They break down how childhood experiences, habits, fears, and beliefs shape the way adults save, spend, invest, and plan for the future.
Ellen shares how her early experiences created money anxiety, while Brendan explains how recognizing these patterns helps investors make clearer decisions, communicate better with advisors, and improve their long-term wealth-building strategies. They also discuss how individuals using online platforms can self-reflect to improve their financial planning.
Key topics:
- What "relationship with money" really means
- How past experiences impact spending, saving, and planning
- Signs your money mindset may be holding you back
- Questions advisors can ask to help clients open up
- How investors can self-reflect and communicate their needs
- Whether and how you can change your money mindset
- Why emotional awareness leads to better financial outcomes and planning for the future.
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
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