Is it true couples don’t need
to talk about money?

As a child, Dori grew up recognizing different money mindsets by watching her parents’ financial habits. Couples may have a division of labor when it comes to finances; but, it is important they talk about them so they know what questions should be asked in times of crisis. Dori and Kathleen explore this myth and why it is important that couples need to talk about money and that is actually an act of love.

Key Take Aways:

• Use “I” statements when talking about money
• Ask a third person (financial advisor, banker, estate attorney, relationship or money coach) to help facilitate these conversations
• Appreciate your partner in a money conversation (share what it was like growing up, was money talked about, what does money mean to you, etc.)

How do you honestly and openly talk about money as a couple?  (Click to Tweet)

Dr. Dori Mintzer – With over 40 years of experience as a psychologist, Dr. Dorian Mintzer (Dori) is an experienced therapist, executive coach, consultant, speaker, and writer. She is the co-author of The Couples Retirement Puzzle: The 10 Must-Have Conversations for Creating an Amazing New Life Together, and co-producer of “The Career Playbook: Second Half Plays. Dori has been featured in a variety of media such as the NY Times, Wall Street Journal, NPR, ABC Evening News, and the Today Show. 

Show Notes:

• Virtual: The 4th Tuesday Revolutionize your Retirement Interview with Expert’s Series is at 12:00 noon eastern time and open to professionals and the public. Sign-up begins the week before each call at www.revolutionizeretirement.com.
• For more information visit www.revolutionizeretirement.com.