June 1, 2025

298. Decoding the Enneagram: Money and Personality with Douglas Lynam

298. Decoding the Enneagram: Money and Personality with Douglas Lynam
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298. Decoding the Enneagram: Money and Personality with Douglas Lynam

Send us a text Join us on Average Joe Finances as our guest Doug Lynam, a former Benedictine monk turned financial advisor and author, shares his unique life story, detailing his upbringing in an affluent family with financial struggles, joining the Marine Corps, and eventually spending 20 years in a monastery where he had to navigate its financial crisis. Through this journey, Doug developed a keen interest in finance, ultimately leading to a successful career as a financial advisor. He disc...

Send us a text

Join us on Average Joe Finances as our guest Doug Lynam, a former Benedictine monk turned financial advisor and author, shares his unique life story, detailing his upbringing in an affluent family with financial struggles, joining the Marine Corps, and eventually spending 20 years in a monastery where he had to navigate its financial crisis. Through this journey, Doug developed a keen interest in finance, ultimately leading to a successful career as a financial advisor. He discusses his views on effective money management and introduces his latest book 'Taming Your Money Monster,' which combines the Enneagram personality system with financial behavior analysis.


In this episode:

  • Discover how understanding your personality can expose hidden financial habits and help tame your "money monsters."
  • Explore why true service and generosity begin with achieving personal financial stability.
  • Unlock the power of aligning earning, saving, investing, and giving for long-term financial success.
  • Understand how financial literacy is rooted in continuous self-awareness and personal growth.
  • And so much more!


Key Moments:

00:00 Introduction and Guest Welcome

00:33 Doug Leham's Early Life and Family Dynamics

01:29 Journey to the Marine Corps and Monastery

02:14 Financial Awakening and Monastery Bankruptcy

04:32 Building a Financial Advisory Firm

08:06 The Enneagram and Money Monsters

11:27 The Four Pillars of Financial Success

13:36 Understanding the Enneagram Types

19:21 Transitioning Between Achiever Categories

19:48 The Value of a Good Enneagram Test

20:48 Understanding Money Relationships

22:05 Doug's Journey from Monk to Financial Advisor

23:11 The Final Round: Doug's Financial Insights

28:26 Doug's Recommended Reads

31:14 Where to Find More About Doug

32:58 Final Thoughts and Farewell


Find Douglas Lynam:

https://www.douglynam.com/

https://www.instagram.com/douglynam/

https://www.linkedin.com/in/doug-lynam/


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