It's a Money Thing®
What's Your Money Persona?
Personality can tell us how we learn best, what our strengths are, and how we get along with others. But what about revealing our financial personality?
As it turns out, there are four money personas that help explain some of our most common financial behaviors. To find out how you can improve your relationship with money, figure out which money persona you relate to.
Start by taking the quiz!
1. I define financial success as:
a) Not having to think about money
all the time
b) Living a celebrity lifestyle
c) Accumulating the most money
d) Avoiding all the money traps that
others fall into
2. My relationship with money can
be summed up like this:
a) I'm not good at managing it, and I
never talk about it
b) I'm not good at managing it, but I
love talking about it
c) I'm good at managing it, and I don't
mind talking about it
d) I'm good at managing it, but I
never talk about it
3. What gives you energy?
a) Having some "me time" at home
b) Going out with friends or spending
time with family
c) A full schedule - when I'm busy, I
feel alive
d) Planning a new project or working
with details
4. When it comes to personal
finance, I wish I was more:
a) Aware
b) Free
c) Prepared
d) In control
5. If I suddenly inherited $500,000,
I would feel:
a) A little anxious - what should I do
with that much money?
b) Totally thrilled - that's one amazing
shopping spree!
c) Happy - that would put me ahead
of the game
d) Motivated - it's fun thinking
about how to allocate it
6. I believe that most personal
finance problems are the result of:
a) People thinking they deserve
lifestyles they can't afford
b) Treating money as something
stressful instead of something
enjoyable
c) Being under educated when it
comes to money
d) A large and corrupt economic
system
7. More money, more _______:
a) Problems
b) Freedom
c) Happiness
d) Nothing - just more money
8. What's your weakness?
a) I can be kind of lazy
b) I can get pretty self-centered
c) Sometimes I'm a little too
competitive
d) I have trust issues
9. What's your strength?
a) I'm thoughtful
b) I'm friendly
c) I'm determined
d) I'm smart
10. "Treat yourself!"
a) But I haven't done anything to deserve it
b) OK!
c) Nah, I'd rather make money than spend it
d) No, I don't need special treatment
11. Which statement sums up your point of view when it comes to investing?
a) I've never taken the time to really learn about it
b) Big risks lead to the biggest payouts
c) The more investments I have, the safer I feel
d) I don't invest because of the risk of losing everything
12. When it comes to money, the most important lesson is:
a) Money is complicated and impossible to manage well
b) Money is the key to your sense of well-being
c) You will never have enough for the things you truly want
d) Being able to keep it is more important that simply having it
Quiz Key
Which answer came up the most when you took the quiz? You might find that you're a combination of several money personas.
- If A came up the most, you're The Avoiding Ostrich
- If B came up the most, you're The Struttin' Peacock
- If C came up the most, you're The Stashing Crow
- If D came up the most, you're The Wary Owl
Read your money persona below and see how you can improve your relationship with money:
