Spencer Sherman (MBA, CFP®) is helping transform our relationship to money from fear and confusion to ease and enough. Since founding Abacus, a values-driven independent financial firm, Spencer has been bringing his business acumen and 30+ year meditation and emotional intelligence practice to help people of all wealth levels experience confidence and freedom with their finances. A New York native living in California, he is the author of Cure for Money Madness, on the faculty of NYU’s Inner MBA program, and is a Certified Mindfulness Teacher.  Access his Fearless Finance training program at Spencer-Sherman.com.

In this episode, financial advisor Spencer Sherman shares his insights on identifying beliefs that may be hindering our financial success. Here are the five key takeaways from our conversation:

  1. Recognize the power of your beliefs: Our beliefs shape our thoughts, feelings, and actions around money. By becoming aware of our beliefs, we can start to challenge and change them.
  2. Practice mindful spending: Take time to reflect on your spending habits and ask yourself if they align with your values and goals. This can help you make more intentional and fulfilling financial decisions.
  3. Embrace discomfort: It's normal to feel uncomfortable when challenging our beliefs, but this discomfort can lead to growth and positive change.
  4. Use affirmations: Affirmations are positive statements that can help reprogram negative beliefs. Try writing down affirmations that align with your financial goals and repeat them daily.
  5. Seek support: It can be helpful to work with a financial advisor or therapist who can provide guidance and support as you navigate your beliefs around money. Remember, you don't have to do it alone.


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Spencer Sherman

MBA, CFP®, SIY Mindfulness Teacher

Spencer Sherman (MBA, CFP®) is helping transform our relationship to money from fear and confusion to ease and enough. Since founding Abacus, a values-driven independent financial firm, Spencer has been bringing his business acumen and 30+ year meditation and emotional intelligence practice to help people of all wealth levels experience confidence and freedom with their finances. A New York native living in California, he is the author of Cure for Money Madness, on the faculty of NYU’s Inner MBA program, and is a Certified Mindfulness Teacher. Access his Fearless Finance training program at Spencer-Sherman.com.