Sep 7, 2026 · 33 min · 8 segments
What if the way you're *wired* is actually the key to unlocking your financial confidence? In this episode, Jennifer sits down with Abby Lininger of Drake Financial Group to talk money mindset…
Jennifer KochHost
All right, let's dive into something that I see a lot with clients and women in particular, and that is money mindset, money beliefs.

And I'm guessing this is kind of an off-bred of like the Enneagram, you know, the personality test.
It started with really just learning about the Enneagram personality profiles from my brother-in-law.
And really diving into that framework and then finding that there were so many parallels between what the Enneagram teaches and what I was seeing in clients.
And being able to say, you know, I think these tendencies in the Enneagram are also indicative of that person's relationship with money, the way that their habits work, the way their mindset is around it.
And what I really have come to believe is that it's because the Enneagram is rooted in your core motivations and core fears as a human being.
And I think it acknowledges fully that we are all super complex and that there really aren't even nine boxes that you can put anyone into.
But the reality is it still is those real core motivations and or core fears that are driving our financial decisions, too.
And so I think it does help just frame things in a way that help people to work with their own wiring instead of taking blanket advice, you know, that we've been given maybe our whole life or unfortunately, a Yeah, exactly.

Is there, like, how many levels are there and how do you use it with your clients? And, you know, can you kind of walk us through an example?

All right, let's dive into something that I see a lot with clients and women in particular, and that is money mindset, money beliefs.

And I'm guessing this is kind of an off-bred of like the Enneagram, you know, the personality test.
It started with really just learning about the Enneagram personality profiles from my brother-in-law.
And really diving into that framework and then finding that there were so many parallels between what the Enneagram teaches and what I was seeing in clients.
And being able to say, you know, I think these tendencies in the Enneagram are also indicative of that person's relationship with money, the way that their habits work, the way their mindset is around it.
And what I really have come to believe is that it's because the Enneagram is rooted in your core motivations and core fears as a human being.
And I think it acknowledges fully that we are all super complex and that there really aren't even nine boxes that you can put anyone into.
But the reality is it still is those real core motivations and or core fears that are driving our financial decisions, too.
And so I think it does help just frame things in a way that help people to work with their own wiring instead of taking blanket advice, you know, that we've been given maybe our whole life or unfortunately, a Yeah, exactly.

Is there, like, how many levels are there and how do you use it with your clients? And, you know, can you kind of walk us through an example?
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