Wealth Minded MD

Creating Financial Intimacy


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Unlock the path to financial intimacy and fortify your relationship with open, honest money conversations. In this episode, learn practical strategies for having effective money talks with your partner, understand the importance of designating a family CFO, and explore ways to build financial transparency and trust.

Joining us is Dr. Kate Mangona, a certified life and marriage coach, to share wealthy insights on balancing financial goals, overcoming different financial backgrounds, and the power of love in financial discussions!

 

[00:02:47] Brittne moves into new house, while Lisha discovers the fun of solo travel

[00:14:03] Understanding financial intimacy in relationships

[00:15:33] The importance of having a CFO in the relationship

[00:18:41] Tips for financial conversations in relationships

[00:23:46] How to handle income discrepancies

[00:26:05] Balancing relationship priorities

[00:28:53] Building trust and transparency

[00:32:23] The fear of discussing debt and importance of being vulnerable with your partner

[00:40:41] Navigating effective money dates

[00:46:14] Dr. Kate Mangona’s one piece of advice to improve financial intimacy

[00:49:39] Brittne's conference flights and Lisha's Destin escapade

 

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

 

🎉This episode is sponsored by PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing [email protected].

 

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Starter Kit.

Claim your debt freedom with our boot camp!

 

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

 

Wishing you a fantastic week ahead and happy wealth building!

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Wealth Minded MDBy Drs. Lisha Taylor and Brittne Halford

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