"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth."

 

Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. She’s spent over 15 years coaching people to get from where they are to where they want to be. It’s a passion that finds its roots in her inspiring journey to overcome her own financial struggles.

 

For Jess, those struggles revolved around one of the toughest periods in her life: dealing with financial infidelity. Listen in as she opens up about the moment she discovered that her partner had been living a financial double-life–hiding mounting credit card debts, separate bank accounts, and loans that eventually led to their separation.

 

Jess reflects on how the shock of that revelation compelled her to take ownership of her finances, leading her down a path into the world of financial services and, thankfully, eventual reconciliation with her partner.

 

Through Jess’s experiences, you’ll learn why it’s so important to get clear about your strengths and weaknesses around financial management, as well as, if applicable, those of your partner. Jess is a staunch advocate for no-nonsense, transparent dialogue between spouses, especially early on in the relationship.

 

By getting clear about each other’s money management roles in marriage, you’ll be able to nip financial infidelity in the bud!

 

Key Topics:

• Jess’s Journey to Financial Services (3:56)
• Dealing with Her Partner’s Financial Infidelity (12:36)
• What Makes a Great Financial Advisor? (19:01)
• Defining Financial Infidelity (24:17)
• Figuring Out Your Own and Your Partner’s Ability to Manage Finances (35:20)
• Changing Mindsets and Beliefs Around Money through Financial Therapy (41:04)
• How to Deal with Financial Infidelity (44:07)
• Stephanie’s and Kevin’s Wrap-Up (49:26)

 

Resources:

• JessBost.com
• Jess Bost on LinkedIn
• Take Back Retirement #66: Transform Your Relationship with Money: Lessons from Bari Tessler

 

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You can find the transcript and more information about this episode at www.takebackretirement.com.

 

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