“Being a practicing financial planner does not absolve me from, you know, silly attachments that don't make financial sense.”

What does it take to foster true financial intimacy in a relationship? Listen in as our host Ed Coambs unravels the journey of Joey Loss, a fellow financial planner, and Elizabeth Loss, who works in the nonprofit sector, as they navigate the complexities of financial harmony. From their early days of dating to their recent marriage and the birth of their daughter, their story is a testament to the power of mutual respect, open communication, and shared values.

In this episode, Joey and Elizabeth open up about the pivotal moments that shaped their financial partnership. They recount how even their first date watching a Jacksonville Jaguars game subtly set the stage for future money conversations. From Joey’s leap into entrepreneurship to the emotional decision to sell the cherished Jeep, the couple candidly discusses how they merged their financial lives. Their approach to financial planning has been both incremental and organic, allowing them to manage significant transitions without losing sight of their relational harmony.

What makes their story truly inspiring is how they balance living for today with saving for the future. Joey and Elizabeth share heartfelt anecdotes about valuing experiences over material possessions, the importance of investing in relationships, and maintaining financial transparency. As they reflect on their journey, they offer invaluable insights for couples looking to deepen their financial intimacy and foster a stronger, more understanding relationship. Tune in to learn how you can apply these principles to your own life and set the foundation for a financially harmonious partnership.

Key Topics:

• How Joey and Elizabeth met and Their Story (02:28)
• First Major Financial Conversions and Navigating Transitions (07:04)
• Balancing Financial Security and Relational Experiences (18:07)
• The Role of Emotional Attachment in Financial Decisions (30:38)
• Building Financial Intimacy (38:44)
• Joey’s and Elizabeth’s Future Aspirations (39:00)

Resources:

• Flow Financial
• Wealth Unplugged Podcast

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2.  Learn about your money and attachment style with this short Attachment Style Quiz.
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