Coming up February 6 - Navigating the sandwich generation

Hello again! We are thrilled to share our latest podcast episodes and upcoming release from our podcast, Spark…On the go.?

That’s right, our podcast has a new name, but we’re still serving you up the same great content!

Listen to the latest episode: Understanding money personalities

Subscribe to Spark...On the go today and never miss a beat!

In this episode DeeAnn sits down with financial advisor Michelle Apollinaro to explore the fascinating world of money personalities. Michelle shares her insights from over 30 years in the financial advice industry, discussing how different money personalities impact financial decisions and relationships.

Michelle explains the strengths and weaknesses of each personality type and offers practical advice for helping you navigate each personality with your clients.? Key highlights from the episode include:

• Understanding money personalities: Michelle emphasizes that everyone has a unique approach to handling money, and the importance of advisors recognizing and understanding these personalities.
• The influences into our money personalities: The discussion moves to how upbringing, cultural background, and personal experiences shape our money personality.?
• The types of money personalities: Finally, Michelle goes into the details for the different personalities, the strengths and weaknesses of each and how these impact our financial decisions.?

Tune in to this episode, Understanding Money Personalities, available on your preferred streaming platform:

• Apple
• Spotify?
• Amazon Music?
• Direct Link?

To explore our past episodes and learn more about Spark…On the go! visit ivari.ca/podcast or download and listen wherever you get your podcasts.

Here's to your continued success!

ivari Canada