Episode 46 – Helping Clients Discover Their Money Story




Human-centric investing Podcast show

Summary: Many of us were taught that managing money and investing are strictly rational, intellectual activities. Just by having the right knowledge and skills, we’d automatically make good financial decisions. But is it really that simple? Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of a personal money story and how it can influence clients’ financial health and wellbeing in ways they don’t even realize. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI289.pdf Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.