Catherine Morgan - Understanding People's Mindsets
This is my first solo hosting episode, please be gentle with me!
Catherine Morgan is joining me to start off this season. We are talking about people's mindsets, embedded beliefs that dictate how we feel about finances and whether we do or don't trust insurance. I came away with some personal revelations about how my money mindset has been shaped since childhood.
We also chat about Catherine's experience applying for insurance having had Post Traumatic Stress Disorder (PTSD) and a recent claim on private medical insurance.
Our 3 key takeaways,
1. 90% of our decisions are based upon emotions.
2. The typical types of questions that will be asked about post traumatic stress disorder and eating disorders, when you apply for protection insurance.
3. Two case study clients that have experienced PTSD and the insurances that were available to them, including a specific life insurance that has a permanent self-harm and suicide exclusion.
Catherine owns The Money Panel and has her own podcast In Her Financial Shoes. This year she has also launched a financial coaching programme and I recommend that you take a look at it.
I hope that you enjoy this episode (quickly hides in case solo hosting isn't my strongest skill!). Next time I have Roger Edwards joining me and we are going to be talking about what we like in marketing and insurance, and some no nos.