• Facilitating Better Financial Conversations with Cara Macksoud

  • 2024/09/24
  • 再生時間： 57 分
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Facilitating Better Financial Conversations with Cara Macksoud

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  • We know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation.

    What if there was a way for us to have better financial conversations? Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand the psychology of money to empower them to manage their financial well-being.

    And she’s doing it through The Money Habitutes - a game-like assessment used by financial professionals to help people understand and talk about their finances in a fun, constructive way.

    Join us for a fascinating conversation that explores the context and lenses through which we view money and how it impacts our relationship to risk, money, and the people in our lives.

    About Our Guest:

    Cara Macksoud, FBS® is the CEO of Money Habitudes. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate.


    Prior to joining Money Habitudes, Cara was the CFO/COO for The Animation Project, an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to earn a trading seat on the floor of the NYSE.


    Connect with Cara on LinkedIn
    Learn more about Money Habitudes

    Recommended Reading from this episode:

    Elon Musk - Walter Isaacson

    Send us a text

    - - - - - - - - - - - - - - - -
    Learn more about Analog Advisor
    Analog Advisor is produced by Mickenzie Vought and edited by     Podcircle

    Subscribe     Apple | Spotify
    Follow Us on LinkedIn     Wes Brown | Sonya Lutter | CogentBlue

    Have thoughts or ideas for future topics or episodes? Email us at     podcast@analogadvisor.com.

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あらすじ・解説

We know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation.

What if there was a way for us to have better financial conversations? Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand the psychology of money to empower them to manage their financial well-being.

And she’s doing it through The Money Habitutes - a game-like assessment used by financial professionals to help people understand and talk about their finances in a fun, constructive way.

Join us for a fascinating conversation that explores the context and lenses through which we view money and how it impacts our relationship to risk, money, and the people in our lives.

About Our Guest:

Cara Macksoud, FBS® is the CEO of Money Habitudes. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate.


Prior to joining Money Habitudes, Cara was the CFO/COO for The Animation Project, an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to earn a trading seat on the floor of the NYSE.


Connect with Cara on LinkedIn
Learn more about Money Habitudes

Recommended Reading from this episode:

Elon Musk - Walter Isaacson

Send us a text

- - - - - - - - - - - - - - - -
Learn more about Analog Advisor
Analog Advisor is produced by Mickenzie Vought and edited by Podcircle

Subscribe Apple | Spotify
Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue

Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

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