235. Couples and Money Dynamics Part 1 - Financial Independence and Values-Based Planning
On this episode of CFO at Home, Elizabeth George, a Dallas-based financial strategist and former private banker, shares her personal journey of reaching financial independence, and using her freedom to build an advice-only consulting practice focused on guiding women through transitions such as divorce, death of a spouse, and marriage. She and Vince then dive into male-female money differences (risk-taking vs. focus on relationship and purpose), and couples balancing managing their finances together, while leaving themselves the freedom to work towards separate goals. For more on Elizabeth and her work, go to melizabethgeorge.com
01:29 From Banking to Advocacy
02:28 Financial Independence Enables the Pivot
04:47 Elizabeth’s FIRE Path
06:41 Freedom After Leaving Work
12:00 Women and Money Dynamics
19:27 Engaging Both Spouses
24:11 Joint Accounts vs Separate
Key Links
Contact the Host - vince@thecfoathome.com
Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500
