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

• elizabeth george

• Elizabeth George | Facebook

• Elizabeth George (@melizabethgeorge) • Instagram photos and videos

• https://www.linkedin.com/in/melizabethgeorge-cfp/

Contact the Host - [email protected]

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500