When is it appropriate to talk about money matters with your significant other? How do I know if I’m making the right investment towards my future? These are some of the questions that are often overlooked in today’s ‘YOLO’ culture. For today’s episode, Joanne addresses these burning questions and more with Endowus CEO, Gregory Van as they break the taboo of money talks and explore different ways to manage finances wisely.

Gregory Van shares his expertise and personal experiences on how to assess one’s financial compatibility with one's significant other, how to realistically set one’s investment for the future, and how to raise financially literate children today. Tune in for an insightful and thought-provoking episode that explores the urgency of making the right financial decisions towards a goal-oriented future.

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Listen to the audio version of this podcast:

Spotify - https://open.spotify.com/show/2UUDTSerqtElRlzbDujZji?si=d4ff63ff3321493a

Apple Podcasts - https://podcasts.apple.com/us/podcast/what-do-i-know-with-joanne-peh/id1619082241

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Gregory Van:

Endowus Website: https://endowus.com/ 

LinkedIn: https://www.linkedin.com/in/gregory-van/?originalSubdomain=hk 

Chapters: 

0:00 Start of Episode

01:44 Introduction of Gregory Van

02:07 Assessing Your Financial Compatibility with Your Partner

03:20 What Money Matters Should Couples Talk About? (Part 1): Financial Capacity & Responsibilities

04:34 How Social Media Trends Influence Financial Decisions

05:54 How Early Should You Start Money Talks with Your Partner?

10:03 The Sandwich Generation

12:45 Finances to Safeguard Before Marriage

15:55 Is  Acquiring Shared Assets Before Marriage a Wise Move?

18:03 Paying Rent vs. Paying Off Mortgage: Which is More Suitable?

25:00 How Different Financial Goals Can Look For Each Person

27:43 The 4 L’s of Financial Endowment Goals

30:32 What Money Matters Should Couples Talk About? (Part 2): Aligning Financial Goals

31:07 Synergizing Your Human and Financial Capital for Retirement

42:28 How Early Should Kids Be Educated About Finances?

45:34 Tips on Raising Financially Wise Heirs

55:56 Teaching Children About Investments

58:20 Where Can Adults Learn More About Money?

01:01:13 The Dos & Don’ts of Teaching Kids About Money

01:05:04 End of Episode