Highlights of Episode 19
- Why it is hard and awkward to talk about money
- Common mistakes we make when talking about finances with our loved ones
- What influences our relationship with money
- How to get support from family and significant others around your career move when it has a potential impact on finances
- How to handle other people’s concern around the financial impact of your career move
- The choices we’re truly making (and managing) when it comes to money
- Difference between financial behaviorist and financial planner/asset or investment manager
- Similar lessons learned from “The Black Monday” stock market crash in 1987 and the housing market collapse in 2008
Money is a big part of any career move consideration. And when your plans have financial implications, it’s super important to have effective money conversations with your family and loved ones. Which is, often enough, easier said than done.
That’s why this week, I’ve invited Jacquette Timmons, Financial Behaviorist and CEO of Sterling Investment Management, to share her insights around how to have focused, honest, and practical conversations around money.
But of course, that’s not all we talked about. 😃 We got into where our relationship with money comes from, why money is always emotional, and what to avoid when broaching the topic with loved ones.
As a society, I think we talk about money all the time. We’re just not having the right conversations. —Jacquette Timmons
Mentioned in this episode
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