How can you turn someday money goals into a plan for your future? On Moolala: Money Made Simple, Bruce Sellery speaks with Deloitte behavioural economics leader Kelly Peters about the emotions and biases that can get in the way of financial planning. Peters shares a simple three-envelope exercise for reflecting on what you own and owe, your income and spending, and your goals. They also discuss how linking a money check-in to a birthday or New Year’s ritual can help make financial planning feel less overwhelming and give you a clearer picture of your progress.
Find out more at kellypeters.com and connect on LinkedIn.
