The Emotional Intelligence of Financial Planning: A Conversation with Nick Ashburn скачать в хорошем качестве

The Emotional Intelligence of Financial Planning: A Conversation with Nick Ashburn

Welcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team. I’m Brian Page, founder of Modern Husbands. Sometimes our listeners want more support than a podcast can give, individual or couple support, which I now provide. Details can be found at modernhusbands.com or you can email me at brian@modernhusbands.com. For today’s podcast we welcome Calibrate Founder & CEO Nick Ashburn. Mr. Ashburn is the former Managing Director and Head of Responsible Investing at PNC and former Senior Director at Wharton with 15+ years in human-centered financial services and product strategy. In this conversation, we discuss the significance of aligning financial goals with personal values, the challenges of lifestyle creep, practical strategies for couples to manage their finances collaboratively, and a framework for evaluating spending decisions. Enjoy the show. Show Notes 00:00 Introduction 01:18 What inspired you to start Persona Wealth, and how does your approach differ from traditional financial planning firms? 03:39 You talk about helping clients “align money with purpose.” What does that mean for couples trying to merge their financial lives? 04:59 What’s one mistake you often see couples make when trying to apply cookie-cutter financial advice? 07:23 How do you help dual-income households navigate financial decisions when one partner is more financially savvy—or simply more interested—than the other? 15:40 Many couples argue about money. In your experience, what role does financial planning play in reducing that tension? 18:40 What’s your advice to couples struggling with lifestyle creep, especially when both partners are progressing in their careers? 25:31 How do you incorporate behavioral finance principles when advising couples with very different money mindsets? 28:35 What strategies have you found to be most helpful in managing money as a team in your marriage? 32:24 What’s one actionable step a couple could take today to feel more aligned financially and emotionally? https://calibrateintelligence.com/