38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs
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Show Notes
When financial advisors work with couples, it’s more than just navigating their finances. It means navigating an emotional and complex relationship dynamic.
It’s not just a matter of aligning the numbers. It’s a matter of aligning two completely different belief systems. When you combine two different upbringings and two different sets of belief systems around money, naturally tension arises.
Ed Coambs combines a background in financial therapy and financial planning to offer advisors some critical insights on navigating couple dynamics.
We discuss:
- Why most money arguments aren’t actually about money
- Why our upbringing is the main source of money conflict in relationships
- Implicit Money Memories: The lessons that were “caught” not “taught”
- The most effective way to engage an uninterested spouse
- How to navigate the conversation between a dreamer spouse and a rational spouse
- And more!
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