Adam is a Couples Financial Counselor who loves helping couples get on the same page, minimize their financial stress, and build healthy financial futures. You can have the peace and financial freedom you want and deserve, and he will help you get there. As a Mediator, Financial Advisor, and former…
Think your childhood doesn't impact your financial well-being? Think again. The attachment style we develop at a young age directly influences our communication and behavior in intimate relationships and with financial decisions. But there's good news: our brains are *not* fixed. In this episode, Couples Therapist, Financial Therapist, and CFP™ Ed Coambs will teach you: The four attachment styles and how they impact our behavior in relationships. [2:40] Of the six key financial areas, which is the most stressful for couples to discuss. [6:58] How an unresolved relationship with money can negatively affect your life. [19:13] How to develop secure attachment patterns. [24:14] His new book, The Healthy Love & Money Way: How The Four Attachment Styles Impact Your Financial Well-Being, details how the intersection of attachment styles shows up in couples' financial decision-making. Read all the show notes, get Ed's links, and find out more at https://ahkcoaching.com/podcast
“Couples and money” is being discussed more and more frequently in the media. But what about those other money conversations? You know, the awkward money conversations with family and friends. Maybe your friend asked to borrow money. Or you need to discuss your parents' financial plan after retirement. Everyone seems to dread these, and for good reason...if they're not handled in a healthy way, the relationship could suffer as a result. As our guest, Erin Lowry, author of the Broke Millennial series, teaches us: How being proactive in talking about money can help you avoid a crisis later [04:23] How to have awkward money conversations in a tactful, healthy way [09:12] Why it's important to get vulnerable and have the money conversations that others typically avoid [18:50] She gives practical advice on how to bring up taboo money topics with family plus useful guidelines and scripts on how to protect the relationship while doing so. Read all the show notes, get Erin's links, and find out more at https://ahkcoaching.com/podcast
Times have changed, but have our attitudes shifted toward working mothers? In part two of our interview with Meghan Dwyer, Financial Planner and host of the podcast Money Isn't Scary, we continue unpacking the challenges for female breadwinners in a society that's still too close to our Disney Fairytales. Bottom Line: while each partnership is unique, childcare and emotional support still fall disproportionately to women in heterosexual relationships. In this episode, we examine: How men can support their partners [7:07] Steps female breadwinners can take to decompress without putting a dent in their budget [3:56] How employers can take a stand to support women in the workplace [19:48] Read all the show notes, get Meghan's links, and find out more at https://ahkcoaching.com/podcast
Fears, Feelings, and Fatigue, OH MY! Today we have a no-fluff conversation with Financial Planner and Podcast Host Meghan Dwyer about juggling career, family, and the nuances that come with being a female breadwinner. Money isn't scary, but we all have stories that we tell ourselves about our self-worth and ability to handle finances. For many women these stories are deeply embedded, negative, and reinforced throughout their lives. In part one of this two-part series, we explore: The patriarchal attitudes that still define women's role in the workplace and home The emotions that women feel as the primary breadwinner How to process those emotions healthily Read all the show notes, get Meghan's links, and find out more at https://ahkcoaching.com/podcast
Money, kids, and in-laws...those have to be the top 3 reasons couples fight, right? Today's guest can't help you with the last two, but they've got you covered on the first. Money is an emotional trigger for many couples, and even seemingly-innocent conversations can lead to heated arguments that are difficult to resolve and may boil over into other areas of the relationship. Men -- don't miss this one. It's for everyone, but there's something powerful in the humility and perspective Stephen Finney brings. Who hasn't had a disagreement with their partner about blown budgets, missed payments, or a lack of the extra income needed to enjoy life? Financial Coach Stephen Finney is on a mission to help couples recover from money battles and embarrassment so that they can save, spend, and give according to their goals. Listen up as he shares his five-step framework to manage, and most importantly bounce back from heated money arguments with our partners. [8:21] Stephen Finney helps couples overcome their money conflicts so they can create a legacy of love and trust. His program “Grow Together!” coaches couples through their financial conflicts and struggles with communication over money. (Read all the show notes, get Stephen's links, and find out more at https://ahkcoaching.com/podcast)
What would it be like to handle money in a way that highlights your strength and that you actually *enjoy* doing?! And Kolbe Theory ™ Certified Coach Michael Dickey is here to show us how! Join Michael as he takes us through his signature framework to learn how to: Determine if you are prone to disagreements as a couple and what to do about it [7:45] What to do when your conative mind doesn't align with societal norms [16:03] How to use your strengths to strive in and out of work [20:00] Micheal Dickey is the Chief Leadership Officer at Fiscal Fitness Phoenix and has been a Certified Kolbe Consultant since 2019. Together with Kelsa Dickey, his wife and business partner, they and their team are "helping driven professionals and solopreneurs gain clarity and stress less with their money." (Read all the show notes, get Michael's links, and find out more at https://ahkcoaching.com/podcast)
Having your caring, concerned, and trusted partner handle the finances in your relationship...seems like a dream come true, right? Not so fast! What happens when concern turns into coercion? When does trust become a threat? Financial abuse isn't widely discussed, so you may be surprised to learn how prevalent it is. Like domestic abuse, financial abuse can be subtle, suggestive at the outset, and yet just as severe. Two excellent organizations with programs to assist with physical abuse, safety, and financial abuse are https://domesticshelter.org/ and https://nnedv.org/ Before giving your partner complete control, listen to today's episode with Carine Keenan, Relationship Therapist, Coach, and the creator of Financially Fit Couples. She teaches us: How To Spot The Warning Signs Of Financial Abuse [8:02] What Preliminary Steps Couples Can Take To Reduce The Risk of Financial Abuse [10:46] What Protections Are Available To Victims [20:59] (Read all the show notes, get Carine's links, and find out more at https://ahkcoaching.com/podcast)
It's hard enough to navigate money, emotions, relationships, and expectations inside a single relationship, but... What about in blended families with sets of step-parents, step kids, your kids, and your new spouse?! Blending beautifully takes intentional conversations, collaboration, and perseverance to navigate what may seem like an ongoing family construction zone. Bill and Jen Rogers, of the Stepfamily Mission Possible podcast, are here to help us anticipate the complexities and develop a personalized roadmap! In this episode, they help us uncover the “magical formula” to blended parenting. They also share ways to take the sting out of child support and alimony. Plus, they'll teach you how to move from feeling stuck, even if you have very different ideas about the proper direction. (Read all the show notes, get Bill & Jen's links, find out your Couples Money Personality Type, and more at https://ahkcoaching.com/podcast)
You learned about skeletal and muscular systems in school. But what about the psychological and biological system that helps us form and maintain healthy relationships with ourselves, others, and our money? Ed Coambs is a thought leader in Financial Therapy with experience in financial planning. He has combined his experience with analysis of the latest brain and love research to learn what makes us tick around relationships and money. He's found a theory that explains so much of it: Attachment Theory. Ed is here to share how attachment styles can impact our financial well-being. Your relationship with money, others, and even your perspective of yourself is developed based on how caregivers responded to your needs (or didn't) from the time you were born. This episode was so powerful that we've also recorded a Part 2! You'll find: That positive social and emotional relationships are key to human survival and when deprived of them we begin to suffer What “attachment styles” means and what each of the four styles may look like in you, your partner, or others. About 50-60% of the general, non-clinical population exhibit a range of secure attachment behavior, indicating positive, repetitive relationships with themselves and others. (Read all the show notes, get Ed's links, and find out more at https://ahkcoaching.com/podcast)
Let's face it, no one wants to compromise when it comes to their marriage or their money. That's why this week's episode is all about creating synergy. We know that when two individuals come together as one, they have an opportunity to become greater than the sum of their equal parts. Despite this knowledge, couples still struggle to find actionable tools to tap into the magic of synergy. This episode features Relationship Coach Cheri Timko on why a couple's greatest tool is the unique *habits* they create. She also shares a powerful habit that any couple can incorporate to cultivate communication, commitment, and consistency across their relationship, including money. AND here's the good news...once we establish this habit, it operates on autopilot. A few highlights: Have you ever struggled to talk to your partner about difficult things? Learn how to open the door to seamless communication. [00:04:29] Think that daily, weekly, and monthly touchpoints with your partner don't make a difference? Learn how small shifts can be the catalyst to keeping your relationship in sync. [00:02:00] Do you and your partner suffer from automation avoidance? Learn what it is and how to make automation work. [00:10:23] (Read all the show notes, get Cheri's links, and find out more at https://ahkcoaching.com/podcast)
If you know an educator, it's likely you also are very aware of their ongoing internal tug-of-war between work-life balance and pay. E Danyall, a former adjunct professor and the primary breadwinner in her family, found a way out by creating online courses and sharing her knowledge online, instead of only in the classroom. Now, it's E's mission to help other teachers leverage their knowledge toward a successful exit from the classroom. Or at least the freedom to choose. She wants to empower educators to use their in-depth knowledge and experience to their advantage and finally earn what their expertise is worth. Whether you're still suffering at that exhausting, low-paying job; thinking about making a transition and wondering how to make the jump; or wading through the early years of entrepreneurship and trying to get your business off the ground (or have a partner doing any of these things)...E Danyall has insight for you! A few highlights: What it was like to go from being the highly-educated breadwinner with the career...to being home with much less income while she launched her online courses, including struggles with feelings of doubt, being burdensome, and fear...to becoming the entrepreneurial female breadwinner in the family. [8:41] How the “independent woman” mindset can accidentally be damaging toward the bond and the intrinsic support for each other in a relationship, and how open communication can get couples back on the same page. [14:32] What her husband said about her true value as a person, a woman, and a mother when she was feeling down about her financial contributions during the tough transition times. [25:10] Read all the show notes, get E's links, and find out more at https://ahkcoaching.com/podcast
We all have a money story, and there are ALWAYS layers of emotions built-in. When we're in a relationship...oh, boy. But there's a silver lining: We can create more intimacy, trust, and connection by opening up about our money story -- and also being curious about someone else's money story and experience. Still, when and how do you bring up the topic of money? What if it's a new relationship - you don't want to scare them away, right? Today's guest, Kim Nicol, is a life coach with expertise in mindfulness and leadership. She is here to share tips about how, when, and why to bring up finances, especially when dating or in a new relationship. She teaches us how to learn about our acquaintances, friends, and partners by asking curiosity-driven questions about their first job, holiday gifts, expectations, and memories. A few highlights: How you can learn about someone's experiences and perspective on money by asking creative questions. [4:31] Kim's process of evaluating why you may want to know about the person's money perspective, and how to allow that to determine what you ask. [8:35] Her personal experience in bringing up holiday gifts with her partner before Christmas, the sweet gifts they exchanged, and how being open about the subject relieved building tension about money and the upcoming holiday season. [18:04] Read all the show notes, get Kim's links, and find out more at https://ahkcoaching.com/podcast
What's your wisest investment? Most people think of their emergency fund, retirement account, or real estate. But Robin Taub is here to teach us about the importance of raising money-smart kids! Why's that? For starters: if and when adult children get in a bind, their money problems often become their parents' money problems. Heading this off with a solid financial education starts when they are very young. Starting as young as age five, you can discuss simple math, delayed gratification, and the concept of trading money for things you want and need. Listen in as Robin Taub tells us how! A Chartered Professional Accountant by training, Robin Taub began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives marketing at Citibank Canada. Today, she's a professional speaker and author of The Wisest Investment, an update of the bestselling A Parent's Guide to Raising Money-Smart Kids. A few highlights: Parents have a duty and responsibility to raise financially educated, money-smart kids. If not, the kids and the parents wind up paying the price. And it's an expensive lesson for all involved. [2:37] How to share age-appropriate money lessons with children under the five pillars: Earn, Save, Spend, Share, and Invest [8:47] When we can slow down and connect with children over such a commonly-used, impactful tool like money, and look for opportunities to build money lessons into day-to-day life, we create a life-long bond over it. [24:11] Read all the show notes, get Robin's links, and find out more at https://ahkcoaching.com/podcast
We're experiencing a shift in the traditional role of men as financial breadwinners and decision-makers. More women are breadwinners than ever before. And at an even faster rate, women are making their voices heard when it comes to family finances. How can you transcend those traditional gender norms as smoothly as possible and create more equity in your relationship? Today's guest, Teresa Lodato, has done the work in her personal life and now shares it with you! She's a former stressed-out financial services executive. Now, she guides leaders to fully align with their inner knowing to optimize mental, emotional, and physical well-being. Teresa's clients learn to create balanced and healthy relationships which promote effective communication and bridges to connection, including around money. Since your health is tied directly to your financial stability, each partner's needs, opinions, and fears must be integral parts of the financial planning and implementation. Money conversations can be tense, especially if a partner has experienced scarcity, loss, or fear around finances. Bring curiosity to each conversation, and you'll avoid jumping to conclusions, making assumptions, or starting an accidental argument! Read all the show notes, get Teresa's links, and find out more at https://ahkcoaching.com/podcast
You've likely heard the term “money mindset” thrown around. But what does it really mean, and how does it affect our relationships? Luckily, our guest is Certified Divorce Specialist & Financial Therapy Association member Christine Luken! She has coached hundreds of high-earning professionals toward paying off staggering amounts of debt and massively increasing their wealth through the Financial Dignity® Movement. In this episode, Christine shares: How we learned to interact with our family of origin, with those experiences forming our money blueprint at an extremely young age (around 7!); How that may affect our interactions with money, and therefore our relationships, too; How to create awareness about your money mindset + the questions to ask to learn about your spouse's money mindset; and, A nifty trick to stop emotional online spending. When you uplevel your self-awareness and understanding, you'll be better able to navigate financial tension, manage each other's triggers, and problem-solve amicably! Read the full show notes, snag Christine's links, and find out more at https://ahkcoaching.com/podcast
It's long been taboo to discuss money and salary among family and friends, but even more so at work. Luckily, stagnant generational patterns are fading and workplace policies are changing. Nicole Babel started her coaching business after a successful career coaching salespeople and leading teams. She loves to work with 20 and 30 somethings to help them negotiate all the life that happens in those years. As the founder of From Broke 2 Baller in Columbus, Ohio, she is well versed in how to appropriately bring up topics like pay equality, the gender wage gap, and asking for a raise at work. In today's episode, we're getting cozy with those previously uncomfortable conversations, thanks to Nicole! Nicole talks about: How each different generation, from Baby Boomers, to GenX, to Millennials are gradually becoming more open to conversations about money and why. The transformation she's witnessed in the perspective of young men toward equity because they understand that as women rise to equality, the entire family reaps the rewards. What to say and how to keep the conversation with HR or your supervisor focused on you if you do find out someone makes more than you. Read the full show notes, get Nicole's links, and find out more at https://ahkcoaching.com/podcast
Mental health and access to counseling has risen to the forefront of our attention over the past few years, a trend that was accelerated by the Covid_19 Pandemic. Carrie Bock, LPC-MHSP of By The Well Counseling, is a Christian Licensed Professional Counselor who specializes in helping clients with anxiety and OCD overcome wounding childhood experiences via online counseling across Tennessee. We dive into all things mental health, insurance coverage for counseling, and low-cost or free opportunities for counseling you probably didn't even know existed. As a couple, seeking help and remaining inside the budget is always a concern, but after you listen to this episode, you'll know all the tricks. Carrie talks about: How to use your Employee Assistance Program Benefits through your employer to get confidential counseling for free without a mental health diagnosis. How to obtain counseling for reduced rates from university counselors, pre-licensed professionals, or recent graduates. How to find a therapist or counselor that aligns with your needs by asking tough questions and being open about your needs. Find out more & read the full show notes at https://ahkcoaching.com/podcast
Would you like more lightness, joy, and clarity in your life around your finances and your life? Who wouldn’t! Today, Jenna Carlson, a Certified KonMari Consultant, helps us explore the important relationship between physical clutter and financial chaos! The KonMari method is a systematic yet intuitive process of weeding through our physical belongings. For example, for things that no longer serve us or bring us joy, we thank them and get rid of them. This all helps us move to a more abundant mindset through decluttering our personal space. Jenna talks about: Decluttering on your own or with your partner Whether or not your partner needs to be on board What to expect if you embark upon the KonMari decluttering method So much of our behavior as adults is a reflection of the way we grew up. That includes our financial habits, our health habits, and yes, even what we keep and how we keep our physical personal space. Connect with Jenny, get some freebies, and find out more HERE!
You’ve probably heard the phrase that business and pleasure don’t mix. Well, Abi Ventour is defying all those odds. Abi is a Life and Relationship Support Coach for Intercultural Couple Entrepreneurs who want to build a legacy and run a thriving business together. Abi and her husband look different; come from completely different background, and have very different strengths. But that hasn’t stopped them from enjoying life together, fostering a loving marriage, and opening the first authentic Indian restaurant on the island of Grenada. Contrary to popular belief, Abi says that it’s actually a good thing that you and your partner are different! Because as a team, you can combine those various strengths, hire help in any weaker areas, and create a passion project together. She shares about how to put your marriage first; the benefits of going into business together; and how to keep frustrations at work from spilling over into the relationship. Connect with Abi, get some freebies, and find out more HERE!
Buying a home or purchasing rental property can be tempting while interest rates are low. However, there is so much more to consider beyond loan terms when it comes to real estate. If you are curious about what it takes to purchase property, refinance, or get a HELOC (home equity line of credit), this episode is a must-listen. Yulin Lee coaches women who are going through divorce, starting out on their own for the first time, or some other similar life change. She regularly helps clients to understand the value of liquid assets versus home equity and to decide which is best for their particular situation. In this episode, we dive into a few home-budget line items, emergency funds, hidden costs of homeownership, and even the hidden benefits of owning real estate! Connect with Yulin, get some freebies, and find out more HERE!
The word budget makes many people feel restricted, much like a child sent to their room. But when done well, with the guidance of a coach, budgeting can actually help you afford more of what you enjoy most with less stress and overwhelm. Cyndia Rivera joins us today to talk: - budgeting basics, - why couples hesitate or are afraid to ask for help, and - how partners might be accidentally and unknowingly sabotaging each other budget-wise. She shares several real-life examples of couples who have improved their relationship (to each other and toward money); achieved their financial goals; reduced stress about money and bills; and who’ve set off on debt-free lifestyles...all as a result of some simple budgeting basics and accountability. Connect with Cyndia, get some freebies, and find out more HERE!
Adoption can be an emotionally and financially-taxing experience. If you’re considering adoption, then Laura Coleman is your expert. She has both personal experience and also a business helping others prepare for adoption. Listen in for (1) Laura’s story, which might make you question your assumptions, and (2) everything else you need to know about adoption! Some pointers: Prior to adoption, identify what type of adoption you want. Then, you can research and discover the vehicle that will get you there. As an example, let’s say you’d prefer a domestic adoption. Then, you can find an appropriate agency and see how much it costs. From there, you can build your funding plan. Laura even helps people build and create multiple sources of income to make this dream come true! There are many ways to raise money toward funding an adoption or fertility journey. Some ideas include grants, fundraising, borrowing, and side hustles AKA additional income streams. Laura’s Preparing Financially For Adoption Course helps walk you through the entire process. Stay until the end to hear how $30k got Laura nowhere, but $2,700 led to adopting 3 children! A few highlights: - Couples often fight about money, but an adoption or fertility journey adds an entire layer to that. Her best advice to maintain your relationship? Have a “date night” fund and commit that focused 1:1 time. This will help you grow toward each other, even during the most emotional or tumultuous times. [11:40] - If you have a high-deductible medical insurance plan, you’re eligible for a Health Savings Account (HSA). This is a great place to stuff savings in preparation for your future adopted child’s potential unknown medical needs. [15:55] - The general assumption is that adoptions are expensive. This is in part due to that there may be some physical or medical needs that come with an adopted child. However, there is help out there! For example: tax credits; Medicaid; and other ways to structure your finances so that you can maximize the utility of any benefits offered to you. [16:40] Connect with Laura, get some freebies, and find out more HERE!
If what has always helped you through life’s challenges just isn’t working anymore, it’s okay to seek help. Could couples therapy be a fit? Therapy isn’t the ‘lay on a couch and share your feelings’ eye-rolling event the movies portray. When done well, it can help you and your partner get closer and happier than ever. 70% of adults have experienced some level of trauma in their lives. When you become a couple, knowing your potential triggers is key! This will help to navigate intense, emotional conversations and to support each other when you need it most. Every couple can benefit from learning about and discovering how to use tools to improve communication and resolve conflicts. For the disagreements that seem to be chronic, or at an impasse, there’s more to it than just a compromise. A therapist can help you discover a solution. This week’s guest, Ryan Baker, shows you how it’s done. A few highlights: The Four Horsemen of a failing relationship are: (1) criticism, (2) contempt, (3) defensiveness, and (4) stonewalling. Any of the four can be addressed and worked through in therapy, and this can repair or save the relationship. [7:49] Experiences we have as children and as adults continuously form and impact our core beliefs. The core beliefs that form over a lifetime affect everything - money, trust, relationships, friendships, and more. This is true even if you don’t realize that core belief exists or know why! [14:21] What happens if you as a couple can’t or don’t want to participate in therapy? couples avoid therapy over financial concerns, assumed stigmas, or because one partner refuses. In this case, individual therapy is an option. Also, something you can do right now, for free, is to (1) recognize and become acutely aware of your thoughts and (2) evaluate their validity. [19:55]
Modern couples are taking the DIY wedding to a new level -- on this episode, Jessica Bishop teaches you how! Couples are taking more ownership and personalizing their wedding celebrations. This creates a more authentic and personal experience rather than the traditional weddings of old. The first step toward planning a meaningful wedding is to discuss how large or intimate the celebration should be. When you identify joint priorities as a couple, then you can easily start looking into how much each component costs and determining: If you can afford it now, or How long it will take you to save up for it From there, you can make a plan to jointly work toward saving up. This may include side hustles and/or creating a plan to have the wedding style and date you want! There’s nothing wrong with eloping or having a small ceremony now and planning a big bash when the pandemic is over. This is especially true if you’re ready to just get your life started together and save up over time for that large party! A few highlights: One of the biggest struggles (and expenses) in planning a wedding is the ever-expanding guest list. Keeping it intimate will save money, of course, but it will also ensure that you can provide a meaningful experience to each guest. [12:23] When creating your guest list, use these 5 simple questions when deciding whether or not to add invitees. Don’t feel obligated to invite someone you haven’t seen in person within the past 2 years. How can you navigate the financial conversation with parents or other contributors to the wedding budget? Practice being clear with communication about monetary values, the timing of payments, how the money flows, and any assumptions or stipulations accompanying the financial contribution. Your journey in discovering what stress is lack of communication versus fear of talking about money will be a valuable lesson applicable in nearly every aspect of your life.
You can live a more successful, richer, happier life with the right plan in place. Let’s ditch scary names like estate planning, trusts and estates, and other confusing after-death terms. Most people don’t even do a will because nobody wants to think about death! Instead, consider planning intentionally for the duration of your life. You can set things up so that they’re very clear to all involved, leaving a legacy of love instead of attorneys fees! A big misconception is that estate attorneys only help old people set things up for when they die. In reality, trust and estate planning helps you throughout life with: negotiating salaries more intentionally, starting new businesses, protecting your assets against lawsuits, pre- and post- nuptial agreements, wills, and financial advice toward properly funding childrens’ college, retirement, and a lasting legacy! A few highlights: Legacy planning isn’t just for the elderly. At 18, you (and your children) need a healthcare proxy. Legally, children are no longer under parents’ guardianship. So, documentation needs to be in place for making emergency medical decisions. [4:25] Getting married is like starting a business, but even more intimate and, often, with the intention to raise children together. Drafting a marriage constitution beforehand allows both parties to outline the rules and regulations as equals. It also guarantees that both parties will be treated fairly if things don’t work out. [8:46] You are forced to have a will already -- it’s the laws of your state! No matter who you’re estranged from or don’t disagree with, if you pass away without your wishes and terms documented, your parents or next of kin get everything. Going through the estate planning process and establishing a trust prevents your loved ones from suffering through the court system and unnecessary drama once you're gone. [15:29]
99% of domestic abuse cases involve financial abuse. Beyond the trauma, on average financial abuse sets you back TEN years. So, what happens when you want to start over with a healthy partner? Alta Felix and Brandon Benton have been -- and still go -- through this. Now, Alta helps women restore their finances and identity after abuse. On today's episode, they share their wisdom around: Why self-awareness is the key to navigating a post-financial abuse partnership How financial abuse impacts your ability to choose healthy relationships Assuring your partner that you have their back, and When shared bank accounts can be counterproductive This episode is full of laughs. It also left me with the warmest feeling of any episode I've recorded. Listen to the end, as Alta drops a true gem for anyone who has experienced domestic abuse. If anyone you love has been through this, then please share this episode with them.
Kids are expensive! So, how can you do it mindfully? Join Andy Hill, host of Marriage, Kids, and Money (so you know he's the expert!), as he reveals: The most important motivator to achieve your financial goals [hint: it's not about the numbers!] How Andy's family went from -$50k to $1M in net worth in just 10 years What you must know before buying a home When homeownership can become suffocating How your health insurance needs change as your family grows, and The keys to rocking a family budget that reflects your needs in any given moment For anyone who has kids, is considering having kids, or has anyone they love who fits that description...you've gotta check out this episode!
What if I told you that you could both invest for retirement AND make the world a better place? If that seems too good to be true, then listen to Certified Financial Planner Erica Blake break it all down for you. Erica is an expert in ESG Investing. ESG means Environmental, Social, and Corporate Governance. She explains how this movement: Helps you to align your investments with your values; Encourages companies to make better choices; and, Helps you to achieve your goals and feel proud of how you got there! For the modern couple who cares about social impact and the environment, this episode is a MUST-LISTEN!
Managing money as a couple is hard enough...so what happens when we add in aging parents? Being a caretaker may mean giving up your career or income. Or, your parent's needs may eat away at your inheritance or retirement. No matter what, helping aging parents has big emotional and financial components. How can you help your family, care for yourself, preserve your marriage, AND rock your finances? Cathy Sikorski, Esq. will break it all down. She's an Elder Lawyer, an eight-time caretaker, a comedian, an author, and a finance geek. This episode can make all the difference for you and your parents, so listen in!
Richard Gordon is a licensed financial advisor, world traveler, and founder of Afinitiv Wealth, a leading life insurance and wealth management company in Australia. With over 15 years of experience, Richard is passionate about steering the finance industry to where it should be, by making resources transparent and available to as many people as possible. In this episode Richard breaks down the differences between traditional advisors and Robo advisors, pointing out key economic trends that couples should consider when investing for retirement and their future.
Adam Kol is a couples financial coach, entrepreneur and host of the Equal Partner’s Podcast. Adam has helped numerous couples make sure that the money conversation doesn’t get in the way, resulting in more stability, stronger partnerships, and peace of mind. He has been seen in The Wall Street Journal, CNBC, and the I Do Podcast all while running a successful business. In this special episode, Adam answers questions from other financial coaches addressing tough topics like joint bank accounts, patriarchy, prenups and much much more.
Nathan and Shelby Astle are experts in financial psychology and sex relating to family. The married couple of 5 years met in the third grade, making them the perfect candidates to share what it is like to grow and develop their relationship surrounding difficult topics. In this episode, they cover the topic of shame surrounding money and sex and how we can remove those barriers to be as patient and compassionate with ourselves as we would be with our friends or our children. Stay tuned to learn some tips on how you can talk with your partner or your kids about sex and money using an honest and open approach.
Altagracia Felix is a certified money coach and the CEO of R2E, which stands for Revitalize, Reinvent, Empower. Around 99% of domestic abuse cases have financial abuse components, which makes it that much harder to leave a toxic situation. As a survivor of intimate partner abuse, Alta uses her experience to serve the need of single mothers by helping them survive and heal from financial abuse. In this episode, listen to Alta’s courageous story of survival, and find out which red flags you should look for when dealing with a controlling and abusive partner.
Danielle Davis is a force to be reckoned with. As a Financial Empowerment Strategist, she has over 12 years of experience working with Fortune 500 companies after earning her MBA and a Bachelor of Arts in Accounting. After she and her husband paid off $108,000 in consumer debt in just 35 months, she realized she could help other couples do the same. Danielle runs one of the top family finance blogs where she shares advice on how married couples can earn more income, get rid of debt, and save for the future. In this episode, you’ll hear how Danielle has been successful in her business by leading with a compassionate heart and a money mindset.
Monica Tanner is a wife, mother, entrepreneur, and a relationship and intimacy sexpert. Monica is happily married to her best friend and helps other couples maneuver through the difficulties in their marriages keeping them out of marriage counseling. Monica believes that you don’t have to choose between your family and success but that improving your relationships can actually make you more successful. With a focus on helping passionate female entrepreneurs, Monica wants to make sure you are crushing your goals in and out of the bedroom with a practice she calls Sexpionage. In this episode, find out how talking to your honey can make you more money.
Matt Richter met Martina Lin when he was on a study abroad program in Taiwan, and quickly fell in love. From two worlds apart, a lot of sacrifice went into figuring out their future together. After Matt moved back to Switzerland, the couple knew that they couldn’t be apart and made a five-year financial plan to be together. In this episode, we hear how Matt and Martina turned their post-it note dreams into a thriving reality via smart financial planning and selfless compromise. Now, with a family and a stable income, this couple shows that if you plan accordingly, you can still afford the things that make life exciting.
Rachel Richards is a property investor, author, and finance guru. At the age of 27, she quit her job and retired, and now lives on $15,000 a month of passive income. Curious yet? Rachel believes that as the world changes, so should our financial planning. In this episode, Rachel talks about how she got started with real estate investment, lessons she’s learned along the way, and why she decided to write her first best-selling book called Money Honey. You’ll also hear some tips about communicating with your partner about shared finances and how you can be respectful business partners, while being in a relationship.
Casey Woodward is a master thrifter when it comes to getting a degree, and if we’ve learned anything during this pandemic, it’s that you can get a lot done by staying home. In this episode, Casey explains some ways to save money on core classes using CLEPs, so you can focus on what you are really there to learn. Casey encourages students during this time to change their minds about the “college experience” and kick it into gear with their careers, saving them thousands. If you as a parent, or a student think you have to spend a lot of money for a piece of paper, you’ll want to listen to Casey’s spiel first for tips on: ▪ getting cheap/free textbooks ▪ saving money on core classes ▪ gap years and why they could be a good option ▪ whether the college experience may or may not be worth it.
Brian Haney is in the human transformation business. Brian runs a successful company with his brother and father specializing in insurance and retirement plans. With over 50 years of combined experience they are experts of balancing money and relationships. Brian knows that planning for the future is more than about money. He knows that healthy communication with your family will help you during difficult times in the business world. In this episode, Brian shares his own experience navigating the emotional side of running a business and being open with his spouse. Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
Vicki Vollweiler helps you not spend unnecessary money on your education. Whether you are starting college, or already enrolled Vicki talks about the importance of financial planning for your education. In this episode, she explains the difference between financial aid forms and determining which one is right for you. As a previous divorce coach, turned financial aid consultant, Vicki specializes in helping unconventional families overcome the challenges and confusion associated with financial aid, especially during the pandemic. Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
Kim is the founder of Navigating the Knot, providing guidance to couples on either side of marriage. In this episode, Kim talks about the pros and cons of premarital agreements, and how to go into them prepared. Kim wants to help give couples peace of mind by overcoming the negativity around prenups and approaching them with an open mind. Listen until the end to hear Kim’s powerful story about navigating through her own divorce and what inspired her to want to help others. Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
Everything you wanted to know but were afraid to ask. How do you address a financial knowledge gap? When should you have the money conversation? Why did a partner hide debt, how did that affect her, and what happened when the dam burst? Join money expert Kerry Deliz and her husband Isaac Lumulisanaij, as they share all this and more about their work romance turned long-distance relationship turned happy marriage. Plus Kerry talks about her journey from financial hot mess to superstar money coach and how women can became *their own* sugar daddy. You don’t want to miss it!
Aditi Shekar wants to overhaul the entire finance industry. In this episode, she shares how Zeta -- her personal finance app built for couples -- arose out of her surprising personal experiences. You'll learn about the importance of financial communication, money dates, and minimizing information asymmetry. Stay till the end to hear Aditi reveal her astounding approach to diversity and how it inspired an upcoming product that could change the face of finance.
From playmate...to a toddler, to a sexy wife, to a badass entrepreneur. How does Kiersten Saunders balance it all? Boundaries, communication, compassion, financial independence, and more. Plus, she and her husband Julien share a commitment to their individual and collective evolution and impact. And it makes all of us better off, perhaps especially the Black community, upon which their work focuses. But it’s not perfect; in fact, it can’t be. Join the award winning duo behind Rich and Regular — one of my favorite couples anywhere — as they were kind enough to let us into their lives. Don’t miss this glimpse into how they give themselves the grace and space to flow and grow.
What if one podcast episode could potentially save you thousands of dollars and a whole lot of heartache? Join Justin Pogue, author of Rental Secrets, as he shares the most important things couples need to know and do when renting.
Strengthening a marriage, raising a family, and growing a business...all with the same person? Kelsa Dickey, Financial Coach extraordinaire, joins us to discuss how the heck she does just that with her husband Michael — both imperfectly and yet expertly. Kelsa is a humble human, thoughtful teacher, marvelous mom, enterprising entrepreneur, and gregarious guest. You don’t want to miss this one! Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
How often do you get to hear men sharing vulnerably about life, family, relationships, and money? In this beautiful and moving episode, Kofi Gyebi does just that. You'll hear about the growth, love, and respect he and his fiance embody for each other. The importance of giving back to the community. And how his lowest lows -- including losing his job and his mother -- led to him becoming a personal finance thought leader and financial coach. Plus, if you're thinking of getting engaged, listen to the end for some valuable insights. Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
She paid off $45,000 of debt in 17 months, and now she teaches other people how to make their money work for them! Join Ashley Patrick, founder of Budgets Made Easy, to learn how to get organized around your money and have fun, too. Ashley shares about: How “zero-based budgeting” helps you work on each of your goals at the same time How teamwork, compromise, and dreaming together are the keys to achieving financial success with your partner Budgeting when you have kids, and Getting kids to eat their fruits and vegetables! Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
Power couple Sandy Yong and Albert Ho share their secrets to manifesting goals, working as a team, and how they have written books and built side businesses while also working at full-time jobs! Stay until the end for a courageous conversation about a vulnerable topic. Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
"Thank You for Coming to my TED Talk" is the only title that feels apt for all the knowledge Kara Stevens drops on this episode. She will blow your mind talking about money and couples, conflict, community, culture, communication, and the importance of intersectionality. This one is chock full of gems. Tune in for one of my favorite podcast episodes ever! Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!
If you're uncomfortable talking about money with your spouse, you probably avoid talking about it with your kids, too! However, missing that education opportunity can really cost your kids later. This week's guest, Alina Trigub, is passionate about helping adults learn how to talk about money with their kids. She herself has gone from immigrant to Real Estate investor, a self-made finance badass. Her vision is that this education will allow kids to make informed choices from day one, which will help them live their best lives! Be careful, because once you tune in to this podcast, your interest is sure to...compound. Tune in on Tuesdays for new episodes featuring real-life stories, money and relationship experts, and lots of fun along the way!