Kate, What Do You Think About This?

Andy and Kate bring in $200,000 a year and live rent free. Andy feels bad about money every day. His partner, Kate, says she wants to work as a financial team, but she walks on eggshells. Andy wants to make her happy, but he has a poor relationship with money.

And that’s not all. Andy has $1.1 million dollars in a trust fund, managed by a financial advisor, and he still has holes in his shoes. I asked them, “Do you want to turn 65, have $10 million, and still worry about getting dessert?”

Andy will have to decide if he’s going to let his old money stories determine the next 50 years of his life. 

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If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here.

Produced by Crate Media.