Untapped

EP9: Behind the Scenes on our Wealth Creation Strategy - with Dalaney Davis


Listen Later

What role does money play in your relationship? Do you and your partner understand each other's money values? Do you understand your OWN money values?

This is a huge and complex area of finances that has so much potential for conflict if avoided, AND has so much room for GROWTH when embraced. We cannot AVOID these conversations as humans who seek connection and soulmates. It’s so unlikely that your partner sees the world and money the way we do— so in this episode we explore how you can use finances to understand each other BETTER and bring you CLOSER.

In this episode my partner Dalaney and I take you behind the scenes to our wealth creation strategy AND provide transparency about what got us to this stage.

We invite you to join us for an open book discussion around the training we have received, our individual backgrounds, and our mindsets around money and investing, while we take a look into how they have impacted our relationship dynamic.

Here’s some of what we will cover in this powerful episode:

  • We dive into our backgrounds and experiences with money and investing from childhood
  • Transparency around when we have experienced shame and what we needed to feel financially ‘safe’ in the relationship
  • Overcoming traditional mindsets around who should make money in the relationship
  • Our largest investment together to date and how we made that decision POWERFULLY
  • Honouring your individual values systems and how to appreciate and be curious about each others money values to bring you closer together
  • How to discover your joint values to create your evolutionary vision as a couple
  • Explore the four types of investing; stuff, experiences, yourself and future, contribution
  • Discover risk profiles and how to operate with a financial thermostat

  • Ready for your next steps?

    Get our step-by-step process to gain more clarity in your business: ⁠https://www.untapped.nz/business-reflection⁠

    Find out more about our mastermind sessions & workshops here: www.untapped.nz

    Share this podcast with your network and business comrades, and don't forget to tag us when sharing on socials ⁠@untappedhq⁠

    Be sure to leave a review and claim your BONUS insights here: ⁠https://www.untapped.nz/podcastreview⁠


    Listen to Abundance Flood Meditation here: ⁠https://open.spotify.com/episode/3zxEo6Gw6tM89n50P5Kl4C?si=9ae3de3666f34831

    ...more
    View all episodesView all episodes
    Download on the App Store

    UntappedBy Briony McKenzie and Dalaney Davis


    More shows like Untapped

    View all
    The Diary Of A CEO with Steven Bartlett by DOAC

    The Diary Of A CEO with Steven Bartlett

    8,827 Listeners