Wealth Unplugged

“I also know that you're working really hard because you want to take care of your family and you're building this business that you love. So those things all make it fine. But it's just an adjustment. And, communication between you and I, throughout the whole thing has been key.”

My wife, Elizabeth, and I open up about the rollercoaster of emotions and challenges we've faced over the past two years—from meeting through a dating app, to the leap of faith in starting my business, Flow Financial, to the arrival of our daughter, Ellis.

Listen in as we look into the complexities of juggling a new business with a growing family. We talk about how downsizing our income and lifestyle not only tested but ultimately strengthened our bond and found that dialing back on excess, like our second car, bought us more time to do what we believed mattered most.

Wrapping up, we look back at the challenges I faced in marketing Flow Financial and how Elizabeth bridged that huge gap in my skill set and took the company to heights I never expected it to reach in such a short time!

Key Topics:

• Elizabeth’s Take on the Journey of Flow Financial (04:15)
• Compromises in the Day-To-Day and Scaling Lifestyle (9:12)
• Combining Incomes (15:16)
• Toughest Challenges so Far (20:21)
• Deciding How Much to Outsource (24:00)
• Why Making Decisions as a Team is so Important (27:12)
• Our Closing Thoughts (30:18)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
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Read our audio, video, and written content disclaimer here.

"Those earliest experiences around money, we may not even consciously remember them, but they definitely can be driving decisions, both for ourselves and how we interact with partners."

In marriage, money can often feel like a taboo topic. Financial Therapist Ed Coambs, host of the Healthy Love & Money Podcast, joins our host, Financial Planner Joey Loss, to unravel the emotional tapestry woven by our childhood experiences with money, revealing how those experiences impact our adult relationships for better or worse.

Listen in as Ed demystifies the emotional minefield that can appear when love and money mix, encouraging partners to embrace the power of open communication and empathetic understanding as a starting point to greater financial maturity. Ed brings attachment theory into the conversation, explaining how your particular attachment style shapes your emotional tendencies when discussing money. He offers practical, heart-centered advice for couples looking to bridge divides and construct a shared financial vision that's more about “we” and less about “me.”

To Ed, a negative relationship with money is always rooted in past hurts and relational trust issues. Joey and Ed discuss the importance of empathy and curiosity in better understanding our partner's financial roadblocks and how that understanding can change our interactions from merely transactional to more purposeful.

Key Topics:

• What Clients Really Want From Their Financial Advisors (01:00)
• How Younger Experiences Impact Behavior Towards Money As We Get Older (7:35)
• What Does Financial Responsibility Actually Look Like? (13:32)
• How To Use Attachment Theory To Explain (And Resolve) Financial Conflict (18:57)
• Growing Emotionally Through Mature Relationships (28:26)
• Should We Combine Household Incomes Or Keep Them Separate? (32:02)
• Financial Maturity As A Lifelong Journey (37:14)
• Money Dialects (41:02)

Resources:

• Healthy Love and Money: The Couples Guide to Financial Intimacy
• Ed on LinkedIn and Instagram

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"Financial success and a meaningful relationship with money are not as simple as always doing the financially optimal thing at the financially opportune time."

Unlock the pathways to a richer life, where wealth goes far beyond numbers and nest eggs. Our host, Certified Financial Planner Joey Loss takes us on an enlightening exploration of money's multifaceted role in our daily existence.  

Wealth Unplugged dives so much deeper than financial "how-to's" or tricks and tips. Joey delivers transformational stories and insights that resonate at the core of who we are. Let's redefine what wealth means, appreciating it as an essential tool that, when wielded with wisdom, shapes our lives, relationships, and legacies.

Follow Wealth Unplugged and join a community committed to navigating the rich, complex, and often emotional landscape of personal finance.

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.