SHOWNOTES:
On the latest and greatest from Whiskey and Work we are sitting down with rocket scientist (well, former rocket scientist) Dr. Portia Jackson to talk about finances. Sounds scary? Not at all. Portia gives us new ways to approach finances as an entrepreneur based on personality types. This aerospace engineer turned financial wellness expert shares some ways to approach finances in a relationship that can be fun as well.
What we’re talking about…
How and why Portia went from an aerospace engineer to a financial wellness expert
How finances can be approached based on your enneagram personality type
We dive into some of the basics about enneagrams
How understanding the cross section between finances and personality types can make you a better communicator with your partner and others
Outlining how to view finances first based on personality type, then on life style and then getting down to those practicalities
How you can prepare yourself now for generational wealth
How to arrive at a tangible financial goal to achieve your dream lifestyle
Portia shares about her program, Frisky finances, which helps foster the conversation around finances for couples (while also making it enjoyable!)
Links Mentioned
Wealthy and Fulfilled Facebook Page
A {free} Tool or Two!
Did someone say free? Yup that’s right. Kelsey’s here to help with a few free tools to help launch your business and creative ideas! Click the links to start your journey.