235. Couples and Money Dynamics Part 1 - Financial Independence and Values-Based Planning

On this episode of CFO at Home, Elizabeth George, a Dallas-based financial strategist and former private banker, shares her personal journey of reaching financial independence, and using her freedom to build an advice-only consulting practice focused on guiding women through transitions such as divorce, death of a spouse, and marriage. She and Vince then dive into male-female money differences (risk-taking vs. focus on relationship and purpose), and couples balancing managing their finances together, while leaving themselves the freedom to work towards separate goals. For more on Elizabeth and her work, go to melizabethgeorge.com

01:29 From Banking to Advocacy

02:28 Financial Independence Enables the Pivot

04:47 Elizabeth's FIRE Path

06:41 Freedom After Leaving Work

12:00 Women and Money Dynamics

19:27 Engaging Both Spouses

24:11 Joint Accounts vs Separate

Key Links

• elizabeth george

• Elizabeth George | Facebook

• Elizabeth George (@melizabethgeorge) • Instagram photos and videos

• https://www.linkedin.com/in/melizabethgeorge-cfp/

Contact the Host - [e-mail]

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https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500