So Money - Episode 266

Jacquette Timmons

Financial Behaviorist

Today’s guest is a financial behaviorist and has quite an interesting story as to how she got there. Jacquette Timmons started college at the Fashion Institute of Technology here in New York City at the young age of 16 years old where she was determined to make her mark as a shoe designer.  The first semester into college she realized that she wasn’t so good at drawing so she switched to become a marketing major. Before graduating she met her mentor who encouraged her to head to Wall Street.  At that moment, Jacquette realized that there is a lot in common between the designer mindset and the world of money and personal finance. Fast forward years later and Jacquette is now a financial behaviorist and helps others to identify underlying behaviors and beliefs that help them from reaching their financial goals. She is also a coach, teacher, speaker and writer who talks about everything from common financial problems for the middle class to the 1%.  She is also the founder of Sterling Investment Management, Inc. and author of “Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate.”

Three takeaways from our interview:

  1. Remembering the epic stock market crash of 1987. How did that impact her take on the financial markets.
  2. Her top habit for couples as they try to manage their money well together.
  3. Her top money failure. It cost her about $10,000. An expensive lesson but one she says helped her understand how to rebrand herself more effectively.

If you’d like to learn more about Jacquette Timmons, visit her website and follow her on Twitter @jacqmtimmons.

One of my favorite quotes from our interview: “I get that you have to manage both the soft & hard skills of money & I help people to do that in a fun but poignant way” – Click To Tweet

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