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The Best Bank and Credit Union Podcast

Beyond Budgeting: Achieving Balance Through Coaching (with Audrey Cannata)

       
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Brief Summary of Episode #372

How would you define your relationship with money as a financial brand leader?

What about the relationships that your account holders have with their money?

And how might financial coaching help every single one of us reframe the relationships that we have with money so that we can all continue to level up our financial confidence?

Expanding on episode 369's insights, Audrey Cannata, Operations Lead at the Digital Growth Institute, shares her transformative financial coaching journey, highlighting the critical role of personalized strategies and actionable steps as well as the emotional and psychological aspects of financial decision-making.

Audrey's journey reveals the importance of finding what truly motivates us, leading to sustainable financial habits and a brighter, more confident future.

 

Key Insights and Takeaways

  • Emotional spending and financial coaching (13:04)
  • Money mindset, accountability, and psychology (24:04)
  • Financial transformation and the importance of self-awareness (30:42)