236. Couples and Money Dynamics Part 2 - Balancing Money Goals
On this episode of CFO at Home, Vince wraps up his conversation with Elizabeth George, a Dallas-based financial strategist whose focus is guiding women through transitions such as divorce, death of a spouse, and marriage. This time around Elizabeth and Vince discuss couples balancing their individual and relationship goals, planning with uncertainty, the myth of ·wealth secrets·, and more. For more on Elizabeth and her work, go to melizabethgeorge.com
00:41 Separate Goals Explained
02:41 Planning With Uncertainty
05:26 Stress Testing Retirement
06:32 Spending Down Mindset
09:49 Couples Separate Meetings
14:23 Wealth Secrets Myth
20:34 Money Is More Democratized
25:00 Finding Your Way Forward
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
