38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs

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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