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Money is one of the top reasons couples split, and almost half of us dodge the conversation entirely to keep the peace. Bri Conn, CFP® and Dr. Jay Zigmont, CFP® make the case that avoiding it is the actual risk, and they get refreshingly personal about how to do it well, chicken nugget meltdowns and all. They dig into why the fight is almost never about the dollar amount, how a 20 dollar argument and a 100,000 dollar one are the exact same issue wearing different clothes, and why every couple needs a safe pocket of no-judgment "fun money." Along the way they share the specific structures that actually work: the credit report date before things get serious, weekly money dates dressed up with a little life and gratitude, and a single code word that can pause a hard conversation before it boils over. It's honest, funny, and built for anyone designing a shared life on their own terms.In This Episode, You'll Learn:Why the argument is almost never about the dollar amount, how a small purchase and a six-figure one can be the identical communication issue, and what to address insteadHow to set money boundaries as a couple, what to share and what stays private, and why the boundary around what you tell family and friends matters just as muchWhy the person who manages everything solo is setting up a crisis, and how to build a backup so a death, disability, or illness doesn't become an administrative disasterWhy every couple needs a pocket of no-judgment personal money, and how "fun money" protects the relationship from guilt and controlThe concrete tools that make hard talks easier, from the credit report date to weekly money dates to a code word that calls a timeout before things escalateMentioned in this episode:Business Insider Article: I'm a childfree and a millionaire. I rent my home, have no plans for full retirement, and want to spend all my money before I die.Episode Hosts:Bri Conn, CFP® is a Childfree Wealth Specialist® at Childfree Wealth® and Customer Experience Manager at Childfree Trust®. She specializes in financial management, life design, and estate planning, with particular focus on LGBTQ+ individuals and couples, drawing on her own early financial challenges and recovery to fuel her work in personal finance education.Dr. Jay Zigmont, CFP® is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and permanently Childless people, and Childfree Trust®, the first of its kind next of kin representation service for Childfree people. He is also the author of The Childfree Guide to Life and Money.About Childfree Insights:Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Money might be one of the hardest conversations we avoid having. In this episode, I sit down with money expert Vivian Tu to talk about why money feels so uncomfortable, how the way we grew up shapes our financial habits, and how to have better conversations about money with your partner, your kids, and even your boss. Vivian also shares when to bring up money while dating, who should pay on the first date, and how to ask for the raise you deserve. Check out Ask Dolly here! https://askdolly.com/JF Join me on Supercast for ad-free episodes, bonus content, and AMAs: https://jefferson.supercast.com/ Leave me a voicemail to be featured on the show! https://www.jeffersonfisher.com/ask-jefferson Order The Next Conversation Workbook: https://www.jeffersonfisher.com/workbook Thank you to our sponsors: Tiny Health: Go to https://tinyhealth.com/jefferson for $50 off your first at-home test kit. Cozy Earth. Upgrade Your Every Day. Get 20% off at cozyearth.com/jefferson or use code JEFFERSON at check out. BetterHelp. Click https://betterhelp.com/jeffersonfisher for a discount on your first month of therapy. Order my book, The Next Conversation, or listen to the full audiobook today. Like what you hear? Don't forget to subscribe and leave a 5-star review! Suggest a topic or ask a question for me to answer on the show! Want a FREE communication tip each week? Click here to join my newsletter. Join My School of Communication Watch my podcast on YouTube Follow me on Instagram Follow me on TikTok Follow me on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Talk About Money (and Other Things) With Your Spouse Without ArguingAttempts to solve money problems can quickly turn into arguments when being right or finding the practical solution takes priority over emotional connection. Coach Jack explains how validating first, problem solving second, and avoiding convincing or arguing can help couples work through financial and other practical disagreements while staying connected.What You'll LearnHow to respond to a spouse's ideas without immediately opposing, criticizing, or arguingHow validation can create the emotional connection needed for productive problem solvingHow to use a two-step approach to move from connection to practical, win-win decisionsHow backup plans can help couples handle agreements that do not work as intendedWant to Work With Coach Jack?The Re-Connections Coaching Package can help develop the relationship skills needed to strengthen attraction, love, and commitment while handling difficult conversations and relationship problems more effectively.Key TakeawaysEmotional connection comes before practical solutions.Validating an idea does not mean agreeing to act on it.Pros and cons can be explored without criticism or judgment.A Plan B provides a constructive response when Plan A does not work.Negative reactions call for empathy rather than argument.Additional ResourcesConsultationsRe-Connections Coaching PackageConnecting through "Yes!" by Jack Ito PhD7 Steps to Revive Your Marriage (post)Free DownloadsWork one-on-one with Coach Jack to repair your relationship using small, easy steps that rebuild connection quickly. Visit CoachJackIto.com to learn more about relationship coaching.
Send us Fan MailMoney conversations build clarity and confidence. On this episode of Get Ready Before Life Happens, I spoke with Tricia Daniel, TEDx speaker and founder of the Starting Over Wealth Network about how early, open money conversations create confidence, reduce fear, and help families stay prepared through life's changes. Tricia shares how to overcome shame, communicate with clarity, and build a plan that supports both you and the people you care about.Key Takeaways
Talking About Money with Your Kids Episode 396 – When is the best time to start talking with your kids about money? At an early age, of course. But if you haven't gotten around to it yet, here are some ideas on how to get started. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 396 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode: why don't people talk about money with their kids? The statistics are startling. For wealthy families, studies indicate that 70 percent will lose that wealth by the second generation, and 90 percent will lose it by the third generation.[1] Is there something you can do to avoid being one of those people? Maybe part of the problem is that, according to other survey data, 90 percent of wealthy parents don't even talk to their kids about money.[2] The reasons vary. Some parents are simply waiting for their kids to get older and hopefully more mature. Others haven't talked about it because they're still not sure what they're going to do with their money. Still others don't want their children to anticipate receiving money that might not be there in the future. And some have decided it's none of their kids' business.[3] There are other factors. One part of the problem may be socioeconomic status. In a recent article at Wealthmanagement.com, author John Knowlton, co-founder of Credent Wealth Management and a retired Registered Investment Advisor, argues that, in his experience, lower income homeowners who have already saved something for retirement tend to be fearful that their children will ask them for money. They don't want to become what Knowlton refers to as a “community bank.”[4] When it comes to higher income families, Knowlton argues that some parents worry that their children will become “trust fund babies,” and they'll be expecting a big inheritance. He also states that other parents don't want to start the discussion because they might be overwhelmed with personal appeals for money. This causes some to focus, perhaps excessively, on privacy issues, even with their own children. Furthermore, parents may simply be worried that their children will share family financial details with friends which could hit the proverbial gossip trail. This is because some parents choose to maintain a public facing image that is either greater than or less than their actual financial picture. Regardless of the situation, there's no doubt that the process can be stressful. According to a recent study by the CFP Board, 57 percent of Americans believe that money has created stress for someone they know well.[5] But is it better to avoid talking about it? Probably not. Avoiding the topic doesn't make it go away. In fact, it could make the stress level even worse. It could also result in resentment from your kids, a lack of trust, or someone making a poor decision simply because they don't have all the information they need. Worse still, you might miss out on something that could help build rapport with your family, like seeking input from your loved ones and working toward a shared goal. When's the best time to get started? If you haven't already started, now might be a good time to begin. But exactly how do you begin? That all depends on the age of your children. If your kids are still young, it's a great time to introduce some of the most basic concepts, such as what money is used for, how to earn it, and how much things cost.[6] Your children can actually learn some valuable lessons at the supermarket. Among other things, that's where you can teach young kids the difference between what you need and what you want. You need things like milk and eggs; you want candy and toys. They need to understand what comes first. A little bit later, you may want to introduce the concept of an allowance for doing certain chores around the house. You can even delineate the chores based upon their value, paying the child more for certain (more important) chores than others. Things shift when you've got teenagers. This is the point where they need to learn more about how to earn and save money. This is also the time when (hopefully) your child will get their first job, maybe pay some taxes, and hopefully begin investing some of their take-home pay. It might also be a good time to get kids interested in long-term investments. Nowadays it's easier than ever to set up a small mutual fund, ETF, or stock account for them. If you have young adults, this is where—assuming they are working and still living at home—it might be a good idea to start charging some rent. Just a token amount is often sufficient. It doesn't need to be expensive; it just needs to make a point about money. It's also a good time to start talking to them about a budget. The process changes when you have mature adults. If you haven't talked much about money yet, here's one interesting way to get things started. How about if, sometime around the holidays, you gave a token sum of money to each of your children with a specific instruction: they have to give the money away to someone who needs it. They get to choose who—or what—that is.[7] The hope is that such a gesture will get them thinking about their values and charitable goals. And maybe in a year or two you could increase the amount, coupled with a group discussion about the best place for the money to go. Also, by talking to your children about money, you have a chance to do something more. You can also teach your kids a thing or two about your own money philosophy, and some of the habits that might have helped you get to where you are today. It's also a good chance to talk about some of the values that are dear to you. Your experience and wisdom are of value to others. Don't let them go to waste. When your children become adults, you might also be able to move from talking to your kids about money to talking about their legacy. If you frame the discussion properly, it might shift their focus from a sense of entitlement to a sense of responsibility. One final thought: just talking to your kids about their future is a step in the right direction. But you're probably going to need something more than that. You're also going to need to make some difficult decisions, preferably together. But at least now you can do it with everyone onboard. Being open is usually the best policy. If you're unsure where or how to start the discussion, perhaps a Security Mutual Life insurance agent can help. Your Security Mutual Life insurance agent can help assemble your financial team and coordinate with your attorneys and tax professionals to review your situation and to determine the insurance plan that will best suit your needs and objectives. [1] CFA Institute. “How real is the third-generation curse, and how can financial advisors tackle it?” Cfainstitute.org. https://www.cfainstitute.org/insights/articles/third-generation-wealth-curse-advisor-solutions (accessed July 30, 2026). [2] Bloom, Ester. “The unexpected reasons 90% of wealthy parents don’t tell their kids what they’ll inherit” CNBC.com. https://www.cnbc.com/amp/2017/06/26/90-percent-of-wealthy-parents-dont-tell-their-kids-what-theyll-inherit.html (accessed July 31, 2026). [3] Heath, Thomas. “A how-to guide from the ultra-rich: What to tell your kids about money.” WashingtonPost.com. https://www.washingtonpost.com/business/economy/a-how-to-guide-from-the-ultra-rich-what-to-tell-your-kids-about-money/2017/06/16/cbbd03a0-505d-11e7-b064-828ba60fbb98_story.html (accessed July 31, 2026). [4] Knowlton, John. “Why Families Don't Talk About Money.” WealthManagement.com. https://www.wealthmanagement.com/high-net-worth/why-families-don-t-talk-about-money (accessed July 31, 2026). [5] Zuckerman, David. “Why Americans Are Afraid to Talk About Money – And How to Change That.” letsmakeaplan.org.org. https://www.letsmakeaplan.org/financial-topics/articles/family-finances/why-americans-are-afraid-to-talk-about-money-and-how-to-change-that (accessed July 30, 2026). [6] Epperson, Sharon. “10 smart ways to teach kids about money through the years.” CNBC.com. https://www.cnbc.com/2023/04/24/10-smart-ways-to-teach-kids-about-money-through-the-years.html (accessed July 31, 2026). [7] Id. More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state. SubscribeApple PodcastsSpotifyAndroidPandoraby EmailTuneInDeezerRSSMore Subscribe Options
In this episode I'm joined by Trevor Elliott MBE, founder of Children We Care For and director of three residential children's homes in London, who became a foster carer at 24. Trevor is one of the most honest voices I've come across in this space and this conversation did not disappoint.We talk about what foster care actually requires and why a big heart and a spare room is not enough, the government's commitment to 100,000 new foster carers and why quantity without quality worries both of us, why foster carers are underpaid and why we need to stop being uncomfortable talking about money in the context of care, the difference between profit and profiteering in residential children's homes, and what needs to change to make fostering a sustainable choice for more people.Trevor also makes a comparison between foster carers and surgeons that I haven't stopped thinking about since we recorded this.If you're interested in training for your local authority, organisation or team, I work with a range of organisations across the UK delivering skills-focused safeguarding and social work training. Get in touch at vicki@socialworksorted.com or find the link to book a conversation in the show notes.Starting in Social Work Bundle: https://www.patreon.com/collection/2260003Get in touch with Trevor: https://www.instagram.com/trevorelliott.mbe/https://childrenwecarefor.co.uk/pages/our-teamThis podcast is hosted by Vicki Shevlin, an independent social worker and safeguarding consultant with over ten years of experience. The content is intended to support your professional development and reflective practice. It is not a substitute for good quality supervision, statutory guidance, legislation, or your organisation's policies and procedures. Always refer to your local authority guidance and relevant statutory frameworks when making practice decisions. Nothing in this podcast constitutes formal legal or professional advice.Lets connect!To book in a free 15 minute chat with me, to talk about training, development, courses or membership email vicki@socialworksorted.com Sign up to my free newsletter Listen to Social Work Sorted Membership Podcast Join the Social Work Sorted Membership on Patreon for CPD & Resources to build your confidence as an early career social worker Email: vicki@socialworksorted.comLinkedIn: Vicki Shevlin Instagram.com/vickishevlin_Instagram.com/socialworksortedYoutube.com/@socialworksortedFacebook.com/socialworksortedhttps://www.patreon.com/socialworksortedDisclaimer Thank you so much for listening. Please rate, review and share with one other person - it makes such a difference and I really appreciate your support.
Money shame is an internal belief that a person is bad with money. Secrecy, silence, and judgment make money worse (which are rampant in the personal finance community and in the real world). Tune in to learn four ways to help alleviate money shame, straight from financial therapist and financial wellness advocate, Lindsay Bryan-Podvin.
In this episode, Paul is joined by Nitesh Rupalia, Technical Project Manager at Taylor Wimpey South Wales, for a fascinating discussion on one of the most overlooked relationships in construction:The link between commercial, technical and operational teams.Drawing on experience across developers, architects, Tier 1 contractors and national housebuilders, Nitesh shares why projects perform best when design managers, QSs and site teams stop operating in silos and start working as a single project team.The conversation explores: why the traditional separation between design, commercial and operations creates unnecessary risk; how involving specialist subcontractors earlier leads to better design, greater cost certainty and fewer variations; the impact of the Building Safety Act on procurement, design development and contractor collaboration; why design managers should be commercially focused—not just technically focused; and how aligning project incentives around time, cost and quality leads to better outcomes for everyone. Paul and Nitesh also discuss the importance of attending each other's meetings, sharing responsibility for decisions, and creating an audit trail that makes final accounts far less contentious.The episode closes with a powerful reminder:the most successful construction projects aren't delivered by brilliant departments—they're delivered by brilliant project teams.A practical and thought-provoking conversation for QSs, Design Managers, Project Managers and Commercial Directors looking to improve collaboration, reduce risk and deliver better projects.---------------------------------
Most people say churches talk about money too much, but what if the opposite is true? In this episode, Art explains why biblical teaching on money is essential for discipleship, encourages pastors to address the topic with confidence, and shows how anyone can help transform lives by leading an 8 Money Milestones group at their church.Resources: 8 Money MilestonesAsk a Money Question!
In this episode, Adam Torres interviews Dale Alexander, Author & Speaker of The Talk (About Money). Dale discusses the importance of financial literacy, building healthy money habits from a young age, and inspiring the next generation through saving, investing, generosity, and hope. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Send us Fan MailThe most important inheritance conversations are about trust, context, and relationships.Emily Bouchard, TEDx speaker, founder of Family Focused Wealth, and host of the Wealth Coherence Podcast joins Tony on the Get Ready Before Life Happens podcast to talk about why families need safe, transparent conversations around money, trust, and inheritance.They explore how trust, communication, and shared values help families build resilience, prepare beneficiaries, and reduce the emotional impact of inheritance and loss.Key Takeaways
What's the connection between conversations about money and financial literacy? Could the taboo against talking about your salary be fading? And why did Angie's teenage daughter call Vanguard to learn about I.R.A.s? This episode originally aired on January 9th, 2022. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ask Rachel anythingSeven in ten teenagers say they're very or extremely interested in investing. Not just curious, genuinely, actively interested. The problem is that most of us parents didn't become aware of investing until we were young adults or older, and half of parents say they wish they'd started sooner. That's a regret a lot of us are carrying around quietly, and without realising it, some of us are passing that same late start on to our kids.Teenagers today aren't waiting. They're already getting an education, just not necessarily the right one. They're watching creators on TikTok and YouTube who make it sound like picking the right crypto coin at the right moment is basically a personality trait. They're seeing posts about teens who turned a hundred pounds into ten thousand, and almost nothing about the ones who lost everything trying. It's exciting, it's fast, and it's completely untethered from the basics that actually build long-term wealth.That's why I invited Sonia Beardsmore, mum, former professional, institutional trader, and author of the book Raise a Mini Investor to talk to us about how we can discuss investing with our kids, how to start them young, and what a difference the deep financial literacy they can build while they're young and curious could really make in the long term. Sonia BeardsmorePrevious episode about pocket moneySupport the showPlease hit the follow button if you like the podcast, and share it with anyone who might benefit. You can review us on Apple podcasts by going to the show page, scrolling down to the bottom where you can click on a star then you can leave your message. Please don't hesitate to seek the advice of a specialist if you're not coping. There's no shame in reaching out for support. When you look after yourself your entire family benefits.Find all the tips from the episdoe on Substack: My emailMy website has a blog, searchable episodes, and ways to contact meInstagramFacebookYou can reach Susie at www.amindful-life.co.uk
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford tackle an important question many believers have asked: why don't pastors talk about money? We explore the fears, challenges, and misconceptions surrounding financial conversations in the church, while offering a Biblical vision for healthy stewardship discipleship that helps pastors and congregations pursue wisdom, generosity, and Gospel-centered financial faithfulness.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Money conversations can be hard for couples, especially when both people are carrying different stories, habits, fears, and assumptions into the relationship. In this episode of The New Money Habits Podcast, Nino Villa is joined by co-host Karen Hackman, the New Money Habits voice for money and marriage, to talk about the mid-year reset from a couples perspective. Karen shares why many couples avoid money conversations, how fear of conflict can keep people from talking honestly, and why learning how to talk about money together can change more than just the budget. Nino and Karen discuss money stories, shared bank accounts, different upbringings, grocery pressure, rising costs, avoiding statements, creating a Peace of Mind Fund, and why getting the numbers out of your head and onto paper can bring relief. They also talk about how couples can schedule a simple money date, listen without judgment, and begin making a plan together as a team. If you and your spouse have been avoiding money conversations, this episode will help you start with more calm, clarity, and hope. Learn more at NewMoneyHabits.com Join the New Money Habits CommunityStart your 7-day free trial and connect with others building healthier money habits. Memberships start at $7/month. Helpful Resources Mentioned in This Episode [Watch on YouTube](INSERT YOUTUBE LINK)Full video version of this episode. Payday Power PlannerA free tool to help you plan your money between paychecks and make clearer decisions before the next payday arrives. Food Number CalculatorA free tool to help simplify food budgeting and planning. Submit Your QuestionsEmail us at podcast@newmoneyhabits.com Join Our Free Facebook Grouphttps://www.facebook.com/groups/newmoneyhabits Schedule a Free Call with Coach Ninohttps://www.newmoneyhabits.com/freesession Online Course: How to Create a Better BudgetYour Foundation to Financial Freedomhttps://www.newmoneyhabits.com/bootcamp Music CreditsThis episode features music by Summer School. Connect With UsFollow @newmoneyhabits on social media for more insights, tools, and updates.
More money, more problems? Says who? This week, we sit down with Investment Advisor, Co-Founder of Peak360 & Author of The Power of Enough: Finding Joy in Your Relationship to Money, Elizabeth Husserl for a conversation about money, and let's just say this episode is RICH. Elizabeth breaks down the reasons why money is still such a taboo subject, how childhood and family dynamics shape the way we spend, save, date (and argue) & why financial security and emotional safety are NOT always the same thing. We also talk about how to invest, identifying your “money archetype”, the pressure to constantly chase money and the societal effects of women who out earn men. Follow : https://www.instagram.com/elizabethhusserl/ Book : https://elizabethhusserl.com/book Follow Kamie @kamiecrawford on TikTok and Relationshit @relationshit on IG for more, besties. Watch on YouTube at youtube.com/@relationshitpod and of course, follow the show on Spotify, Apple, YouTube, or wherever you get your podcasts! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Money Matters, Ken Moraif breaks down one of the most important retirement questions: where should your retirement income come from first? He also explains the hidden danger of sequential risk and why market losses early in retirement can have a major impact on your financial future.Plus, Ken answers key Social Security questions about Medicare enrollment, delaying benefits until 70, and whether you can repay benefits to receive a higher amount later. Finally, he shares smart estate planning strategies for helping children and grandchildren pay for college tax-free.Visit: rpoa.comLike, subscribe, and share with someone planning for retirement.Financial Plannings Dynamic Implications of Sequence Risk : https://www.financialplanningassociat...RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America's principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America's founder, Ken Moraif. Retirement Planners of America has been employing the Strategy since its inception in 2011. Therefore, any references to Retirement Planners of America's performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America's principals at the respective other firms described above. Like all investment strategies, the Strategy is not guaranteed. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. When the sell / “protect” portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences.
Talking about money can feel uncomfortable, but it's one of the most important skills to master as a design business owner. In this episode, I'm joined by Dina Holland to talk about why designers struggle with pricing conversations and how to build real confidence around your numbers. We cover: Why "no" is actually a sign of growth How to stop undercharging and start owning your value What changes as your business evolves How process and experience impact your pricing If you've ever second-guessed your fees or avoided talking about money with clients, this episode is for you. Episode Resources: Episode 78 Grow your team, Grow your business with Dina Holland of Honey & Fitz Episode 256 Live At High Point Market | Money Matters: Expert tips from a profitable business with Renée Biery, Dina Holland & Jamie Merida You can find Dina Holland at her website and on Instagram @HoneyandFitz. Watch the episode on YouTube This episode is sponsored by Programa. Programa is project management software built specifically for interior designers. It's designed to save you hours every week and reduce the errors that come from managing projects across scattered documents and systems. Use code RBD25 for 25% off annual Programa plans. Click to learn more.
“In climate tech, we don't like talking about money,” says TED Tech host Sherrell Dorsey, but what if avoiding money talk is hurting the planet more than we realize? In this episode, Sherrell is sharing two talks on the past and future of farming and sustainability. Entrepreneur Yi Li speaks on why prioritizing her company's bottom line is crucial in her work to help Kenyan farmers. Then, Bret Loken explores what farming would look like if it considered profit and scale alongside climate. Talks featuredThe missing piece in climate action (it's not what you think) | Yi LiCan we create the "perfect" farm? | Brent LokenLearn more about our flagship conference happening this April at attend.ted.com/podcast Hosted on Acast. See acast.com/privacy for more information.
This week, Reverend Ken Daigle explores how shifting our consciousness around money moves us from scarcity to sufficiency. He addresses everyone listening, explaining how deep-seated beliefs often hold people back from living a life of true sufficiency. This talk was recorded live at Unity San Francisco on April 19th, 2026.
Money. It's one of the most charged topics we face—filled with hope, fear, judgment, and possibility. It can bring up questions of worth, security, freedom, and even identity. And for many of us, it's the place where our spiritual beliefs and our lived experience don't always seem to match. In this talk, drawn from Unapologetic Manifestation, we'll take an honest and compassionate look at our relationship with money. Not just what we have or don't have—but the beliefs, patterns, and unconscious scripts that shape how money shows up in our lives. Because the truth is, money is not just a financial issue—it's a consciousness issue. Guided by Rev. Ken Daigle, we'll explore how scarcity thinking takes root, how it keeps us stuck, and—most importantly—how to begin shifting into a deeper experience of sufficiency, alignment, and flow. This isn't about bypassing reality or pretending everything is fine. And it's not about magical thinking. It's about doing the real work—spiritually, emotionally, and practically—to transform your relationship with money from the inside out. Because when we change our consciousness, we change our capacity to receive, to circulate, and to create. And that's where true abundance begins. Website: https://unityfortworth.org Facebook: https://facebook.com/unityfw YouTube: https://youtube.com/unityfortworth
Money and dating are rarely just about money—it's about values, identity and the stories we each bring into a relationship. In this Money Tales Deep Dive, Cammie Doder and Sandi Bragar unpack why money can feel so difficult to talk about while dating, whether you're in your 20s or later in life. From early impressions to deeper commitments, Sandi and Cammie explore how our individual money histories shape the way we show up and why avoiding these conversations often creates more friction than clarity. Drawing on insights from past Money Tales guests like Jeremy Savlov, Sarah Van Voorhis and the concept of “Getting Financially Naked” from Steve Demaray, this conversation reinforces a core truth: when we're willing to get honest about money, the stronger the foundation we build. Throughout the episode, the conversation moves from emotional awareness to practical application. Cammie and Sandi discuss navigating differences in spending, saving and financial expectations. They also highlight the importance of curiosity over judgment—understanding why someone thinks the way they do about money before trying to align on decisions. Whether you're just starting to date or building a long-term partnership, this episode offers a thoughtful lens on how to approach money conversations in a way that builds trust, not tension. Three Listener-Relevant Topics When to bring up money in dating – How early is too early and what signals it's time to go deeper? Understanding your partner's money story – Why financial compatibility isn't about sameness, but about awareness and communication. Navigating differences without conflict – How to stay curious, avoid judgment, and build shared understanding even when perspectives differ. Explore More on Money Conversations Want to get better at talking about money—whether you're dating, in a relationship or navigating family dynamics? Explore more Money Tales episodes and insights on Aspiriant's Fathom blog. You'll find practical perspectives on how to talk about money in relationships, financial communication, money mindset and building financial confidence—all designed to help you connect your financial life with what matters most. If you'd like to work with an Aspiriant advisor to align your financial plan with your goals and values, connect with us here. Subscribe to Money Tales on Spotify, Apple Podcasts or YouTube Music for more inspiring stories on purpose, money and personal growth.
For the video of this episode, go to https://youtu.be/y74GP_wzKGU. For many couples, talking about money is the third rail—you just don't go there, or if you do, you get shocked. Our guest in this episode, Carl Richards, talks about why it's so hard for couples to talk about money, and why money isn't just about money. Carl's “Sketch Guy” column ran in the New York Times for a decade. Our conversation delved into our personal histories with money and relationships. We had a delightful time talking with Carl, and hope you'll enjoy the conversation too! Carl's website is https://behaviorgap.com/. Do you have ideas for topics or guests for our podcast? Go to https://ctin7.com and send us a message. Bruce's self-paced video course, The Passion Paradox: When You Feel Miles Apart and Still Love Each Other, is now available! Check out the free introductory lesson. And use the coupon code “ctin7” for 20% off! Information at https:// brucechalmer.com/the-passion-paradox-course. Our sponsor is The Blue Tent: Erotic Tales from the Bible by Laria Zylber. Find out more at https://lariazylber.com. #CouplesTherapyInSevenWords #ctin7 #DrBruceChalmer #JudyAlexander
In this special “girlfriend chat” episode, Caterina Rando invites you to look at your relationship with money and why women often don't talk about it enough, even though it's a major stress factor in business and life. She shares the importance of building money confidence and mastery through earning, saving, protecting, and growing, while also increasing sales and getting support instead of doing every task yourself. Caterina introduces seven stages of money in business, and asks you to identify where you are, how long you've been there, and what actions you'll take to progress. This episode is essential for any woman who wants to amplify her money confidence and her money savvy.
I am so excited to share this week's conversation with you. I had the joy and honor of being a guest on the Money, Manifestation, and Business podcast with my friend, former life coaching client, and brilliant coach Jamie Berman. We had a deep conversation about navigating money and manifestation in your relationships. And when I say manifestation, it's really just about managing different values and approaches, no matter what you're talking about with your partner. In this episode, Jamie and I dive into my Soul-Centered Communication framework — Solution-focused, Open-hearted, Uncomplicated, and Loving. We talk about stress cycles and how to recognize when you're in fight, flight, freeze, or appease mode. And we explore the concept of psychological safety and how to create it in your money conversations. This conversation is practical, strategic, and will shift how you approach not just money conversations, but all the harder conversations in your marriage. Here is the scoop on what's included — ✨ Episode at a Glance The Soul-Centered Communication framework: Solution-focused, Open-hearted, Uncomplicated, Loving Why our entire life happens inside of a conversation The three elements of connected conversations How to recognize stress cycles: fight, flight, freeze, appease Why someone saying "yes" but never following through is actually a stress response (not lying) What psychological safety is and why it matters in money conversations How the words we use create and inspire feelings and results The difference between "we have a problem" vs. "we have an opportunity" Why loving yourself equally matters in conversations about money Resources Mentioned In This Episode: The Questions for Couples Journal Private Coaching with Maggie Free Workshop: The Growth Gap Marriage Mindset Makeover The Money, Manifestation & Business Podcast with Jamie Berman
Welcome back to another episode of the In My Opinion Podcast, the home of edutainment.If you love reaction podcasts, freestyle moments, and storytelling with a comedic twist, hit subscribe, like, and share. Follow us on Spotify and Apple Podcasts so you never miss an episode and join the growing community.
“I shouldn't talk about money.” “I shouldn't ask for more.” “I shouldn't want wealth.”Kim Shappee, Senior Vice President and Financial Advisor with RBC Wealth Management, founder of the Athena Conference, and a Forbes Top Women Financial Advisor since 2022, joins us to unpack the “shoulds” women carry around money.From the cultural conditioning that shaped women's relationship with wealth to the $34 trillion wealth transfer coming to women over the next decade, Kim invites us to rethink power, investing, and financial agency.If money conversations have ever felt uncomfortable or intimidating, this episode will help you start rewriting your money story.Episode Notes: Is it better to rent or buy?Connect with Kim Shappee: LinkedInKim ShappeeRBC Wealth ManagementBooks mentioned in this episode: Jeannette Walls Books: Glass Castle + Half Broke Horses: A True-Life NovelOn Our Best Behavior: The Seven Deadly Sins and the Price Women Pay to Be GoodThe Little Book of Impact InvestingThe Millionaire Next Door: The Surprising Secrets of America's WealthyAlice Walker: “The most common way people give up their power is by thinking they don't have any.”Stay connected:Check out The Murmuration CollectiveJoin us on our next TMC Spain Immersive Retreat this May Interested in 1:1 Coaching with LucyConnect with us on Instagram & LinkedInSubscribe to our monthly newsletterBeyond Should is creatively supported by a team of dynamic women: Host and Founder of TMC : Lucy Reynolds Executive Producer: Lauren LoGrassoProducer: Daniela Silva Marketing Manager: Esti MacInnes
Money is a hard topic for any couple, but in a blended family, it often carries even more weight. It's rarely just about numbers. It's about history, protection, prior commitments, loyalty, fear, values, and the future you're trying to build together.In this episode, we sit down with Brian K. Peterson to unpack why money conversations feel so loaded in stepfamilies, and how couples can approach them with more wisdom and unity. Instead of treating money like a scoreboard, Brian invites couples to ask a better question: What are we trying to build together? That shift can move you from conflict and anxiety toward collaboration and peace.You'll also hear why a unified financial vision matters, especially with child support, co-parenting stress, legal battles, and shifting seasons that can make stability feel fragile. Join us as we explore why unity isn't sameness, it's honoring each person's story while intentionally building a shared future. Brian is a husband, dad, and stepdad, and the founder of Blended Family Financial. He created the Planning Built for Life® process to help stepfamily couples move from financial tension to shared clarity and direction. He and his wife, Cara, are passionate about building strong blended families, and he's the upcoming author of Blended Family Finances: How to Talk About Money, Plan for the Future, and Build a Life You Love.If money has become a source of stress, silence, or disconnection in your relationship, this episode will help you slow down, get honest, and start moving toward a more intentional and united path.You'll Discover:Why money conversations feel more complicated in blended familiesHow fear, protection, guilt, and past experiences quietly shape financial decisionsWhat a unified financial vision is, and how it helps couples move from conflict to collaborationHow to think about legacy as something you live now, not just something you leave laterResources from this Episode:Get your FREE copy of Blended Family Finances (limited offer) by Brian K. PetersonTo connect with Brian, CLICK HEREReady for some extra support?We all need some extra support along the blending journey — we're here to help. You can connect with us for a free coaching call to see how we might help you experience more clarity, confidence and connection in your home. Schedule your free call here: https://calendly.com/mikeandkimcoaching/freesessionSubscribe or Follow the Show Are you subscribed or following the podcast yet? If not, we want to encourage you to do that today so you don't miss a single episode. Click here to subscribe in Apple PodcastsClick here to follow on SpotifyLeave a Review in Apple PodcastsIf you're feeling extra helpful, we would be so grateful if you left us a review over on Apple Podcasts too. Your review will help others find our podcast — plus they're fun for us to read too! :-) Just click here to Review, select “Ratings and Reviews” and then select “Write a Review” — let us know what your favorite part of the podcast is. Thank you, we really appreciate your feedback!
Mickael is a french boulderer and he is the bouldering world champ from Bern 2023. In this episode, we have an extremely honest conversation about how growing up poor motivated him to make money as a climber, why he stuck with climbing despite the lack of financial prospects, what his training looks like which includes warming up with 80 pull-ups, and of course, what happened during the Bern world champ finals. Shoutout to Madrock for hosting this interview at their headquarters!Guest links:Mickael's InstagramReference links:Climbing with Jonathan Sin VideoThank you Mad Rock for sponsoring this episode! Use code 'notrealclimber' for 10% off your ENTIRE order, even if you're a returning customer! https://madrock.com/Learn more about the podcast at www.thatsnotrealclimbingpodcast.comFollow on Instagram at https://www.instagram.com/thatsnotrealclimbingpodcastJoin the FREE community in Discord! https://discord.gg/QTa668g8zpJoin Patreon for a welcome gift, deleted scenes, and question priority: www.patreon.com/thatsnotrealclimbingpodcastTimestamps of discussion topicsTimestamps of discussion topics0:00 - Intro1:30 - Mad Rock Shoutout!!3:46 - Starting climbing with his brother Bassa7:45 - AUDIENCE Q: Being one of the few black climbers in the IFSC13:39 - Affording climbing when growing up poor24:31 - Pro climbing only pays enough for the present28:10 - Why he would not choose climbing in hindsight30:51 - Why he still chose climbing34:34 - AUDIENCE Q: Will you ever compete again in the IFSC? 38:33 - The goal: be rich45:25 - Bern World Champs finals boulders53:26 - Encountering no-tex for the first time ever1:01:59 - Mickael's crazy pull up training1:06:12 - How to work on your technique1:11:47 - The secret to French slab1:14:28 - Why he trains alone 1:21:59 - Keeping up with the evolution of climbing1:25:44 - His future in climbing?1:31:01 - New climbing goal1:33:38 - AUDIENCE Q: Who were your role models growing up?1:34:46 - AUDIENCE Q: What's your family like?1:39:28 - AUDIENCE Q: How to maintain strength without getting injured?1:44:50 - Where to find Mickael
Find Your Dream Job: Insider Tips for Finding Work, Advancing your Career, and Loving Your Job
Check out the podcast on Macslist here: (https://www.macslist.org/podcasts/career-happiness/how-to-choose-the-right-career-for-you-with-dalan-vanterpool) One of the biggest challenges that you will face in your professional life is choosing a career. It's not only recent college graduates who face this challenge. Most of us will change careers at least once during our working lives. How do you find the job that's the best fit for you, no matter your age? Find Your Dream Job guest Dalan Vanterpool says that before you begin thinking about certain roles, you need to ask yourself five specific questions. The answers to these questions can help you land a job that not only allows you to excel in your work, but also provides an atmosphere that you enjoy being a part of every day. About Our Guest: Dalan Vanterpool is a private banker and career development expert from the British Virgin Islands. Dalan hosts the Careers and Cash Flow podcast. His show helps young professionals build meaningful careers that lead to more time, money, and freedom. Resources in This Episode: Dalan's podcast, Careers and Cash Flow, will show you how to transform from an average employee to an amazing leader. Dalan offers essential career advice for young professionals on his website, dalanvanterpool.com. If you wait for employers to bring up salary, you're wasting your time and energy. My guide, How to Talk About Money in an Interview, shows you how to do salary research before meeting with a hiring manager. Learn how to be more comfortable talking about money and get the tools you need to request a higher salary. Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Find Your Dream Job: Insider Tips for Finding Work, Advancing your Career, and Loving Your Job
Check out the podcast on Macslist here: (https://www.macslist.org/podcasts/career-happiness/how-to-choose-the-right-career-for-you-with-dalan-vanterpool) One of the biggest challenges that you will face in your professional life is choosing a career. It's not only recent college graduates who face this challenge. Most of us will change careers at least once during our working lives. How do you find the job that's the best fit for you, no matter your age? Find Your Dream Job guest Dalan Vanterpool says that before you begin thinking about certain roles, you need to ask yourself five specific questions. The answers to these questions can help you land a job that not only allows you to excel in your work, but also provides an atmosphere that you enjoy being a part of every day. About Our Guest: Dalan Vanterpool is a private banker and career development expert from the British Virgin Islands. Dalan hosts the Careers and Cash Flow podcast. His show helps young professionals build meaningful careers that lead to more time, money, and freedom. Resources in This Episode: Dalan's podcast, Careers and Cash Flow, will show you how to transform from an average employee to an amazing leader. Dalan offers essential career advice for young professionals on his website, dalanvanterpool.com. If you wait for employers to bring up salary, you're wasting your time and energy. My guide, How to Talk About Money in an Interview, shows you how to do salary research before meeting with a hiring manager. Learn how to be more comfortable talking about money and get the tools you need to request a higher salary. Learn more about your ad choices. Visit megaphone.fm/adchoices
Most women can talk about almost anything with their friends…except money. Erin and Keri discuss why financial conversations feel so loaded, how early conditioning still shapes our reactions today, and what happens when we keep everything hidden. Join our online community: www.getthehelloutofdebt.com Today's episode is brought to you by Mint Mobile. Get 50% off Unlimited premium wireless. Plans start at $15/month at mintmobile.com/skye Support our sponsor, Chime. Chime is not just smarter banking, it is the most rewarding way to bank. It just takes a few minutes to sign up at chime.com/erin Thanks also to Function Health. You can own your health for $365 a year. Visit www.functionhealth.com/ERIN or use gift code ERIN25 for a $25 credit toward your membership. Leave us a voicemail message here: www.speakpipe.com/erinskyekelly Purchase Get The Hell Out Of Debt and Naked Money Meetings online or from your favorite bookstore. Learn more about your ad choices. Visit megaphone.fm/adchoices
Who pays on the first date? When should you talk about money in a relationship? How do you split finances with your partner — and what happens when you don't? Sabrina sits down with Jean and Cherie, the Tiger Sisters, to tackle every uncomfortable money question in dating and relationships — from first-date expectations and financial red flags to prenups, combining finances, and protecting yourself before marriage. If you've ever avoided "the money talk" with someone you're dating, this episode is your wake-up call. The Tiger Sisters bring their Wall Street, Silicon Valley, and business school backgrounds to break down the business side of love — why financial independence matters (especially for women), how to set boundaries around money without killing the romance, and why who you choose to marry is the single most important decision you'll ever make. Whether you're single, dating, or already in a relationship, this conversation will change how you think about love, money, and building a life with the right partner. Close the Loop: Mastering 2026 Dating Live Practice + Q&A with Sabrina Zohar I'm hosting a free live session on March 4, and this is the last one I'm planning for a long time. If dating keeps ending the same way and you can't figure out why, this is for you.
In this episode of The Catholic Money Show, Jonathan and Amanda tackle one of the most common (and emotionally charged) issues in marriage: how to talk about money with your spouse without starting a couples war. Drawing from their own early money struggles and years of coaching Catholic couples, they unpack why these fights happen and how to prevent them.In this episode:Why wives are usually the ones pushing for financial change (and why husbands resist)How temperament (sanguine, choleric, melancholic, phlegmatic) affects money fightsThe importance of assuming good intent and choosing the right momentWhy a shared vision does more heavy lifting than any budget conversationHow to take one small step this week toward financial onenessShownotes & Resources
There are two sentences that can ruin a perfectly normal evening – “We need to talk”, and its evil twin, “We need to talk about money.” Even if your relationship is good, that phrasing makes it feel like somebody's about to get graded. Even when things are fine, nobody wants to be the person who turns a decent Tuesday night into a full relationship audit. So this week, we're introducing a better way: small doors. These are quick, low-stakes, real-life openings that normalize money talk without turning it into a whole thing.And the best part is, they're not just for couples. Small doors can be used with parents, siblings, friends, or any relationship where money differences create distanceWe get into:Why “we need to talk about money” is basically a panic alarm for most people, even if they're in good relationshipsThe difference between avoiding conflict and avoiding judgment, weirdness, and role shiftsWhy money conversations work better as appetizers than a full-day “financial summit”What “small doors” actually look like in real life (aka: our kid's expensive cherry habit
What's more romantic than roses and chocolate? How about not fighting about money. Joe Saul-Sehy and OG welcome Douglas and Heather Boneparth, the financial planning power couple who literally wrote the book on navigating money in relationships. Broadcasting from the basement (where love is patient and spreadsheets are kind), the crew dives into how people can build financial trust, avoid money secrets, and actually enjoy talking about dollars without it turning into a heavyweight title fight. Whether you're navigating finances with a romantic partner, a roommate splitting rent, an accountability partner keeping you honest, or a family member you're in business with, these principles apply. Because let's face it: our Stacker avatar isn't trying to impress Wall Street. You're trying to build a great life with the people who matter, without money becoming the thing that creates tension. Douglas and Heather break down what healthy financial communication really looks like, how to spot and prevent financial secrecy, and why shared goals matter more than perfectly matched spending styles. They also tackle the tricky stuff: different money upbringings, emotional baggage around finances, and how to reset when conversations go sideways. And since this is the basement, you'll also get practical reminders about key financial deadlines (because nothing kills momentum like IRS penalties), smart ways to teach kids about money, and Doug's festive trivia to keep things light. What You'll Learn: How to talk about money without it escalating into a debate or argument The warning signs of financial secrecy and how to prevent it in any relationship Why shared goals matter more than identical personalities or spending styles Practical ways to align spending, saving, and investing with another person How your childhood money experiences shape your adult financial behavior Smart ways to teach kids patience, work reward connections, and intentional spending Important financial deadlines to keep on your radar Why communication, not math, is often the real key to financial success This Episode Is For You If: You avoid money conversations because they always seem to go badly You're navigating shared finances with a partner, roommate, or family member You want to align financial goals with someone without constant friction You're single but have accountability partners or friends you talk money with You believe better communication is the key to better financial outcomes Question for You: What's one money conversation that felt awkward at first but ultimately made a relationship (romantic, friendship, or otherwise) stronger? Drop your answer in the Spotify comments or the Stacking Benjamins Facebook group. You might just help another Stacker start a better conversation. Because in the end, mastering money isn't just about returns. It's about building a life and relationships that work. FULL SHOW NOTES: https://stackingbenjamins.com/relationships-and-money-with-doug-and-heather-boneparth-1802 Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What's more romantic than roses and chocolate? How about not fighting about money. Joe Saul-Sehy and OG welcome Douglas and Heather Boneparth, the financial planning power couple who literally wrote the book on navigating money in relationships. Broadcasting from the basement (where love is patient and spreadsheets are kind), the crew dives into how people can build financial trust, avoid money secrets, and actually enjoy talking about dollars without it turning into a heavyweight title fight. Whether you're navigating finances with a romantic partner, a roommate splitting rent, an accountability partner keeping you honest, or a family member you're in business with, these principles apply. Because let's face it: our Stacker avatar isn't trying to impress Wall Street. You're trying to build a great life with the people who matter, without money becoming the thing that creates tension. Douglas and Heather break down what healthy financial communication really looks like, how to spot and prevent financial secrecy, and why shared goals matter more than perfectly matched spending styles. They also tackle the tricky stuff: different money upbringings, emotional baggage around finances, and how to reset when conversations go sideways. And since this is the basement, you'll also get practical reminders about key financial deadlines (because nothing kills momentum like IRS penalties), smart ways to teach kids about money, and Doug's festive trivia to keep things light. What You'll Learn: How to talk about money without it escalating into a debate or argument The warning signs of financial secrecy and how to prevent it in any relationship Why shared goals matter more than identical personalities or spending styles Practical ways to align spending, saving, and investing with another person How your childhood money experiences shape your adult financial behavior Smart ways to teach kids patience, work reward connections, and intentional spending Important financial deadlines to keep on your radar Why communication, not math, is often the real key to financial success This Episode Is For You If: You avoid money conversations because they always seem to go badly You're navigating shared finances with a partner, roommate, or family member You want to align financial goals with someone without constant friction You're single but have accountability partners or friends you talk money with You believe better communication is the key to better financial outcomes Question for You: What's one money conversation that felt awkward at first but ultimately made a relationship (romantic, friendship, or otherwise) stronger? Drop your answer in the Spotify comments or the Stacking Benjamins Facebook group. You might just help another Stacker start a better conversation. Because in the end, mastering money isn't just about returns. It's about building a life and relationships that work. FULL SHOW NOTES: https://stackingbenjamins.com/relationships-and-money-with-doug-and-heather-boneparth-1802 Learn more about your ad choices. Visit podcastchoices.com/adchoices
Money is one of the biggest sources of stress in relationships—but it doesn't have to be.In this episode, Miguel Gonzalez explains how couples can talk about money without fighting, reduce financial tension, and build stronger communication around shared goals. Whether you're newly married, long-term partners, or navigating major life changes, these practical strategies can help you move forward together with confidence.Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 20 years of experience helping individuals and families make smarter financial decisions. He is the Managing Partner of Cortburg Retirement Advisors, a boutique financial planning firm focused on retirement planning, investment management, tax strategies, and long-term financial wellness.#LoveAndMoney #CouplesAndFinances #FinancialWellness #MoneyConversations #CortburgSpeaksRetirement #MiguelXGonzalez#RelationshipAndMoney #MiguelXGonzalez #BehavioralFinance #FinancialPlanning #PersonalFinance #MoneyMindset #MarriageAndMoney #FinancialCommunication #WealthPlanning #StressFreeFinances #HealthyRelationships #MoneyHabits #FinancialConfidence #Cortburg #LifeAndMoneyWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com
Episode 8: Ditch the 9–5, Break the Matrix & Let's Talk About Money (Without Having a Meltdown) Sooo… what if the 9–5 isn't the dream? What if it's just… the program?
One of the most powerful (and often unspoken) ways we shape our kids' relationship with money is through our own financial values and beliefs. The way we talk about money, how we feel about money and the habits we build around money ultimately become inherited by our children.In this solo episode, I reflect on the big hand we play as parents in creating our kids' money stories. I also explore what it looks like to model healthier financial skills with intention, clarity, and compassion—and why this work is as much a gift to ourselves as it is to the next generation.Modeling Healthy Money Skills for the Next GenerationOur kids look to us for guidance. They're always watching us, listening to us and absorbing everything we say and do, and it's no different when it comes to money. We're the ones teaching them and planting those seeds—whether we mean to be or not.The way we talk about money, react to stress, or make everyday decisions becomes the foundation of their financial narrative, shaping what they believe is normal, possible, or scary. That's why it's really important to stop and think about what we want to be modeling to our kids about money.Start by getting clear on your own values around money, including:What you want your kids to emotionally associate with money (stress, confidence, neutrality, joy).The beliefs you want to model around responsibility, self-sufficiency, generosity, and justice.When you become more intentional with both your beliefs and your emotions, you create space for open conversations, skill-building, and confidence—helping your children develop a relationship with money that feels grounded, empowered, and aligned with the life you want for them.Raising Money-Aware Kids in an Intentional WayLook for moments where everyday language and emotional reactions become powerful teaching tools. You'll notice how small shifts in awareness can transform money from a source of stress or silence into something you and your kids can talk about with honesty, clarity, and care.(00:06:45) Modeling Healthy Money Habits(00:08:01) Teaching Kids to Talk About Money(00:11:16) Navigating Emotional Reactions Around FinancesBuilding a Healthier Money Story at HomeYour words, reactions, and everyday habits quietly shape the money stories your kids carry into adulthood. By getting honest with your own values around money, you can model what you actually want to pass on to them, instead of defaulting to inherited beliefs or unconscious patterns. You'll also start to notice how emotional responses like stress, avoidance, or openness become powerful teachers, often more impactful than any formal lesson.This creates space to rethink money as a tool and a form of power that can be used responsibly and in alignment with your values. Ultimately, it's about giving your kids practical skills, emotional confidence, and a healthier relationship with money than many of us were ever taught.Ready to Improve your Business Money Skills?Are you a Solo Private Practice Owner? I made this course just for you: Money Skills for Therapists. My signature course has been carefully designed to take therapists from money confusion, shame, and uncertainty – to calm and confidence. In this course I give you everything you need to create financial peace of mind as a therapist in solo private practice.Want to learn more? Click here to register for my free masterclass, “The 4 Step Framework to Get Your Business Finances Totally in Order.”This masterclass is your way to get a feel for my approach, learn...
Ramit Sethi is a personal finance expert and bestselling author who's helped millions build a “Rich Life”. In this Moment, Ramit shares the money truths couples avoid, the biggest conversation most people won't have, and why financial stress in relationships is rarely about the bank balance - it's about psychology, expectations, and trust. Listen to the full episode here! Spotify: https://g2ul0.app.link/oauqs52HTZb Apple: https://g2ul0.app.link/m5eOYF6HTZb Watch the Episodes On YouTube: https://www.youtube.com/c/%20TheDiaryOfACEO/videos Ramit Sethi: https://www.iwillteachyoutoberich.com/
What if your 15-year-old could budget a family vacation? Or your teenager understood compound interest better than most adults? Financial advisor and mom of 3, Abby Large, did exactly that - and now her 24-year-old twins are completely financially independent. No student loans. No credit card debt. No asking mom and dad for money. You won't want to miss this episode.
Money is one of the biggest sources of stress in modern relationships — especially when you're raising kids, building careers, and managing caregiving all at once. In this episode of That's Total Mom Sense, I sit down with Douglas and Heather Boneparth — married couple, wealth experts, and co-authors of Money Together — to talk about how families can create financial systems that feel fair, aligned, and sustainable. We unpack what “contribution” really means, why fairness doesn't always equal 50/50, how couples can communicate about money without resentment, and how to build a shared financial vision — even with variable income or entrepreneurial careers. Whether you're parenting, partnering, or planning for the future, this conversation will give you tangible tools to manage money together. Learn more about your ad choices. Visit megaphone.fm/adchoices
You may be surprised to hear that billionaires get divorced at roughly the same rate as the general population, which demonstrates that no amount of money protects couples from the tension that can arise when finances are at play. Dr. Alexandra often says that money is a tricky topic because at one level, it is very concrete – dollars and cents, spending and saving. But at another level, the topic of money evokes deep and meaningful questions about our core beliefs, our sense of identity, our desires, and our insecurities. To help us explore all of this, Dr. Alexandra is joined by financial-planning power couple Douglas and Heather Boneparth. You will hear them talk about:why money continues to be a source of tension for couples, even after couples become objectively successful. “financial infidelity”, the role shame plays with it, and the Boneparths' case for financial transparency in your relationship. how to get past the tangible, more surface-level topics around money to curiously dig deeper and explore why you and your partner feel the way you do about money (and spoiler alert: that story started being written long long ago!). how to approach prenups.Resources worth mentioning from the episode:Money Together: How to find fairness in your relationship and become an unstoppable financial team by Heather and Douglas Boneparth https://bookshop.org/p/books/money-together-how-to-find-fairness-in-your-relationship-and-become-an-unstoppable-financial-team-douglas-boneparth/273465fcc086fc3dSubscribe to The Joint Account newsletter: https://www.readthejointaccount.com/Learn more about The Boneparths: https://domoneytogether.com/Continue the conversation with Dr. Alexandra Solomon:Ask a question! Submit your relationship challenge: https://form.jotform.com/212295995939274Order Dr. Alexandra's book, Love Every Day: https://bookshop.org/p/books/love-every-day-365-relational-self-awareness-practices-to-help-your-relationship-heal-grow-and-thrive-alexandra-solomon/19970421?ean=9781683736530Cultivate connection by subscribing to Dr. Alexandra's Loving Bravely newsletter: https://newsletter.dralexandrasolomon.com/Learn more on IG: https://www.instagram.com/dr.alexandra.solomon/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Leave an Amazon Rating or Review for my New York Times Bestselling book, Make Money Easy!Check out the full episode: https://greatness.lnk.to/1090Bob Proctor begins by acknowledging the significance of money in relationships and how it can impact the overall dynamic. He stresses the importance of open and honest conversations about finances, emphasizing that avoiding or neglecting this topic can lead to misunderstandings, conflicts, and even the breakdown of relationships.Sign up for the Greatness newsletter: http://www.greatness.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today we're bringing you a conversation with Carl Richards, and we think this one might just change the way you think—and feel—about money.You might know Carl as The Sketch Guy from his decade-long New York Times column, where he offered disarmingly relatable insights about money using just cardstock and a Sharpie.For Carl, money isn't about spreadsheets and savings accounts—it's a mirror, reflecting to us what we value most deeply. And for this reason, he believes money sits at the center of our spiritual lives.In this conversation, Carl invites us to become what he calls “world-class spenders”—not by spending more, but by spending more intentionally, in ways that align with our deepest values.Carl is a Certified Financial Planner, the bestselling author of The Behavior Gap and Your Money, and hosts the 50 Fires podcast where he has frank, funny, and sometimes difficult conversations about money with guests from all walks of life.Carl believes that money is the last taboo—the topic we often still avoid even with those closest to us. But he has such a gift for helping us recognize the stories and wounds that are shaping our efforts to be good stewards now.So whether you're thinking about end-of-year giving or hoping for a fresh start in the new year, we hope this conversation helps you feel more grounded in your values and more empowered to live—and give—from that place.If you want more of Carl's insights, definitely check out his podcast 50 Fires—it's full of honest, thought-provoking conversations about money with really fascinating guests, and his new book, Your Money: Reimagining Wealth in 101 Simple Sketches. It's smart, accessible, and genuinely so fun to read—you can get it on Amazon or wherever books are sold.
Nathyn (29) and Indie (29) might have a positive net worth, but their fears leave them feeling negative about their money conversations. Indie worries about the now, while Nathyn focuses on the future. We sit down to find the balance between both perspectives. From emergency fund to retirement savings to auto loans, we talk through their full financial picture. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. DRINKAG1.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices
According to Ramit Sethi, a personal finance author and coach, a lot of couples get stuck bickering about everyday purchases. If you're hung up on what's in the cart at Target, or who's buying too many iced teas on the way to work, Sethi says you're missing the bigger picture, and a chance to live what he calls a truly “rich life” together. Sethi is the author of “I Will Teach You To Be Rich” and “Money for Couples.” He has a podcast, also called “Money for Couples,” and was host of the Netflix show “How to Get Rich.” On this episode of Modern Love, Sethi fields questions from listeners who want to have more constructive, and less tense, money conversations. He also explains how a little curiosity and compassion can help couples through emotional processes like merging their financial lives, disclosing their debts, and mapping out their dreams for a shared future. Read four takeaways from the episode here. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
In this special episode of Office Hours, Scott brings on Morgan Housel, bestselling author of The Psychology of Money, to take your questions on love, parenting, and financial independence. They discuss how income gaps affect relationships, the moral gray zone of college admissions consulting, and why the best investment you can make in your 20s isn't in stocks — it's in habits. Morgan's latest book, The Art of Spending Money: Simple Choices for a Richer Life, is out now. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices
We're joined this week by money expert Ashley Feinstein Gerstley, also known as The Fiscal Femme, to make finance feel more human and a little fun. Ashley introduces her concept of “money parties,” judgment-free check-ins that help couples replace surprise arguments with calm, productive talks about spending and saving. They break down common relationship flashpoints like convenience splurges, shared expenses, and what actually counts as a red flag in money talk, such as control or avoidance. Listener questions cover everything from vacation budgets to bachelorette trips gone sideways. Check out Ashley's two books, The 30-Day Money Cleanse and Financial Adulting!Get $10 off your first month's subscription of Nutrafol & free shipping with promo code FEATHER at https://www.nutrafol.com