34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC

Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex world of finance into bite-size pieces On this episode of CFO at Home Liz and Vince discuss the challenges that women face when they unexpectedly become the CFO at Home, engaging a disinterested partner in money conversations, and more.

• Key Takeaways

• • Engaging a disinterested partner in a money conversation
    • If you’re the “money geek” in your family, be conscious of devoting time in money conversations to discussing goals and dreams, not just figures and financial jargon.
    • Generally speaking, women can be less “performative” and more practical when it comes to financial discussions and making financial decisions, so again, keep the conversation goal-oriented.  
    • Connection and trust with an advisor are high priorities, particularly for women
    • Find an area that’s tied to the national interest for the less engaged partner (ex: investing for kids' higher education) that they can take primary responsibility for managing. 

• Recommended resources: 
• • Sudden Money
  • Pleasant Financial Conversations (YouTube)

• Ways to contact/follow
• PleasantWealth.com
• PleasantFinancialConversations (FaceBook)
• ElizabethKHand (LinkedIn)

• Contact the Host - vince@thecfoathome.com