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Innhold levert av Melissa Joy, CFP® and Melissa Joy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Melissa Joy, CFP® and Melissa Joy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme

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Manage episode 411546768 series 3390556
Innhold levert av Melissa Joy, CFP® and Melissa Joy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Melissa Joy, CFP® and Melissa Joy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Melissa Joy is joined by Financial Behavior Specialist®, Speaker, and Therapist Ashley Quamme LMFT, to discuss the intricate intersection of relationships and finances.

How do we talk about money with a partner when our perspectives differ? What are practical ways to navigate when one partner is a spender, and the other is a saver? Ashley dives into the complexities of love and money and how to navigate the money differences that happen in many relationships.
Listen and Learn:

  • Common challenges couples face when discussing finances and tips to overcome them
  • How to use communication to navigate differences in spending habits
  • The significance of listening, empathy, and vulnerability in client-advisor relationships

Resources:

  1. Visit Beyond the Plan
  2. Follow Ashley on LinkedIn
  3. Follow Ashley on Twitter
  4. Listen: Episode 48: Financial Therapy with Nate Astle
  5. Listen: Episode 212: Even Out The Power Scales of Marriage and Money

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Kapitler

1. Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme (00:00:00)

2. Understanding Behavioral Finance in Relationships (00:00:01)

3. Financial Planner and Therapist Collaboration (00:06:37)

4. Hiring a Financial Planner Together (00:13:42)

233 episoder

Artwork
iconDel
 
Manage episode 411546768 series 3390556
Innhold levert av Melissa Joy, CFP® and Melissa Joy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Melissa Joy, CFP® and Melissa Joy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Melissa Joy is joined by Financial Behavior Specialist®, Speaker, and Therapist Ashley Quamme LMFT, to discuss the intricate intersection of relationships and finances.

How do we talk about money with a partner when our perspectives differ? What are practical ways to navigate when one partner is a spender, and the other is a saver? Ashley dives into the complexities of love and money and how to navigate the money differences that happen in many relationships.
Listen and Learn:

  • Common challenges couples face when discussing finances and tips to overcome them
  • How to use communication to navigate differences in spending habits
  • The significance of listening, empathy, and vulnerability in client-advisor relationships

Resources:

  1. Visit Beyond the Plan
  2. Follow Ashley on LinkedIn
  3. Follow Ashley on Twitter
  4. Listen: Episode 48: Financial Therapy with Nate Astle
  5. Listen: Episode 212: Even Out The Power Scales of Marriage and Money

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Kapitler

1. Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme (00:00:00)

2. Understanding Behavioral Finance in Relationships (00:00:01)

3. Financial Planner and Therapist Collaboration (00:06:37)

4. Hiring a Financial Planner Together (00:13:42)

233 episoder

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