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- What is Amanda’s story about her “$19k haircut” and how did it lead her down the path she’s on today?
- How did Amanda’s parents react to her financial situation when she finally decided to disclose it? Did this transform their relationship much?
- Amanda thinks that all financial problems should be approached with two premises in mind. What are these and how did she settle on them?
- What are family money scripts and what four pillars of family money scripts does Amanda set forth?
- Once someone has an awareness of their money script, where do they go next?
- Has Amanda noticed any patterns, correlated with geography or occupation, in the way that people think about and behave in regard to money?
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2258-OAS-8/15/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
Tune in to hear:
- What is Amanda’s story about her “$19k haircut” and how did it lead her down the path she’s on today?
- How did Amanda’s parents react to her financial situation when she finally decided to disclose it? Did this transform their relationship much?
- Amanda thinks that all financial problems should be approached with two premises in mind. What are these and how did she settle on them?
- What are family money scripts and what four pillars of family money scripts does Amanda set forth?
- Once someone has an awareness of their money script, where do they go next?
- Has Amanda noticed any patterns, correlated with geography or occupation, in the way that people think about and behave in regard to money?
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2258-OAS-8/15/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
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