
Episode #29
Money Stories: Why Your Childhood Beliefs Are Costing You Thousands in Growth | EP 29
Your Money Story is Holding You Back. Here's How to Change It. Do you know where your beliefs about money come from? Research shows your core money beliefs are formed by age seven and most of us inherited them without choosing. In this episode, Marianne sits down with Greg Keith, CFP, to explore: How childhood money stories affect your wealth-building decisions TODAY Why "playing it safe" with cash is costing you thousands in silent growth The psychology of investing fear (and how to overcome it) How to raise financially confident kids without repeating family patterns The difference between financial advice that's popular vs. advice that's RIGHT FOR YOU Guest: Greg Keith, Certified Financial Planner | Founder, Visual Wealth Project | 20+ years retirement planning & wealth preservation Topics Covered: Money scripts | Behavioral finance | Fear of investing | Generational money beliefs | Emergency funds vs. growth | Media influence on financial decisions | Building wealth with kids | Scams vs. legitimate institutions | Present bias | Loss aversion This is Part 1 of 2. Part 2 covers money decisions in retirement. REGISTER: FREE Webinar – Protecting What Matters: Estate Planning Thursday, August 20th | 12 Noon Atlantic Time Learn why every parent needs a will, what happens to your kids if something unexpected occurs, and how to plan for incapacity. https://events.teams.microsoft.com/event/7a3e8ac6-c16d-42de-8279-114cfdf781ea@be8cb6fe-42eb-4039-96b9-57eb6cf300aa


