Emotionally Invested

The bad news is we all have these money scripts. The good news is once we understand which ones we have, we can do something to shift our behaviours (if they are not really serving us). A money script is an unconscious, deeply held belief about money that is typically formed in childhood. First coined by financial psychologist Dr. Brad Klontz, these ingrained scripts run on autopilot and directly...

As part of building your financial house and its foundations, I take a look at the basics regarding protection of your most valuable asset; YOU! You are a money-making machine, with unlimited upside potential, and this needs to be taken care of. Please like and subscribe or get in touch with me, at adrian@eqfinancialplanning.com

Following on from the spending plan creation, to fully maximise and bring your plans to life, we need to reconcile how we spend our time and money versus our values. Here I introduce another exercise that can provide you with an operating system on how you can make all kinds of life decisions, not just money ones. The Values List: https://brenebrown.com/resources/dare-to-lead-list-of-values/

After hearing that Modern Wisdom (my fave podcast) has an annual review template I decided to check it out and do it out loud. Unfiltered and off the cuff responses to a lot of great questions is what follows. I did actually do my own in December but this was fun too and could be useful for people if they are interested in reflection. I've actually just checked my 2026 plans to see if I am on trac...

Lets think about budgeting. I prefer the term spending plan, as for me, it creates real agency on how we allocate our financial resources. So many tools out there, if you are old school (like me), I prefer writing or keying my data. The best spreadsheet I have seen is this one: https://www.moneysavingexpert.com/banking/budget-planning/ I like this version from a Canadian firm on the Financial Plan...

We have had a bumpy 6 weeks in global markets. This is entirely normal and its part of the investment journey but its hard to block out the media noise. What are some of the golden rules we need to think about when investing?

An introduction to what Emotionally Invested will be about. Two episodes a month, covering all things money and life.