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What happens when two financial advisors - married to each other - have completely different money personalities? Meet Carissa, the self-proclaimed "procurement officer" (aka, the spender), and Tim, the meticulous planner (aka, the squirrel). They run a financial advice company, but that doesn’t mean they’re immune to money misalignments in their own marriage. From arguments over household budgets to Carissa’s "allowance rebellion," this episode is packed with honest, hilarious, and insightful moments on how couples can get on the same financial page, without losing their minds (or their marriage). Plus, their genius approach to teaching kids about money, complete with ice cream tax and investment competitions!
Carissa & Tim co-founded Rival Wealth which is a financial advice practice in New Zealand. Just like The Curve, they are committed to an education-first approach which we love SO we have teamed up with them to offer a free, no-obligation half hour catch up with Carissa for anyone in The Curve Investing Club. Remember - the club has a 7-day free trial, so you can jump on, have a look around + get the details about getting your free 1:1. Click here to join the Investing Club: https://thecurveplatform.com/pages/become-a-member
Leave us a message on The Curve Hotline 💌☎️
For more from The Curve:
Investing Club
Website
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YouTube
TikTok
Newsletter
Disclaimer: Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.
By The Curve Platform4.5
88 ratings
What happens when two financial advisors - married to each other - have completely different money personalities? Meet Carissa, the self-proclaimed "procurement officer" (aka, the spender), and Tim, the meticulous planner (aka, the squirrel). They run a financial advice company, but that doesn’t mean they’re immune to money misalignments in their own marriage. From arguments over household budgets to Carissa’s "allowance rebellion," this episode is packed with honest, hilarious, and insightful moments on how couples can get on the same financial page, without losing their minds (or their marriage). Plus, their genius approach to teaching kids about money, complete with ice cream tax and investment competitions!
Carissa & Tim co-founded Rival Wealth which is a financial advice practice in New Zealand. Just like The Curve, they are committed to an education-first approach which we love SO we have teamed up with them to offer a free, no-obligation half hour catch up with Carissa for anyone in The Curve Investing Club. Remember - the club has a 7-day free trial, so you can jump on, have a look around + get the details about getting your free 1:1. Click here to join the Investing Club: https://thecurveplatform.com/pages/become-a-member
Leave us a message on The Curve Hotline 💌☎️
For more from The Curve:
Investing Club
Website
Instagram
YouTube
TikTok
Newsletter
Disclaimer: Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

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