Navigating Money Roles in Relationships with Danny Smith, CFP®
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Navigating Money Roles in Relationships with Danny Smith, CFP®
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Whether you consciously chose it or not, you and your partner may have fallen into specific roles when it comes to money. One person might be the Manager, another the Earner, the Spender, or the Worrier. But when these roles go unspoken, they can sometimes lead to resentment, friction, and missed goals.
In this episode of If Money Were Easy, Neela Hummel speaks with CERTIFIED FINANCIAL PLANNER® professional and Abacus financial advisor Danny Smith about how couples can navigate relationship dynamics around wealth. Danny breaks down common "money scripts," why even financial advisors hire their own financial planners, and why it's important to name and validate "invisible" household labor in single-income families.
Learn why you should never "over-delegate and under-share" financial information, how to conduct a stress-free "money date," and how removing complexity from your finances brings immediate peace of mind.
Learn more about Danny Smith and connect on LinkedIn.
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