What happens when two financial advisors - married to each other - have completely different money personalities? Meet Carissa, the self-proclaimed "procurement officer" (aka, the spender), and Tim, the meticulous planner (aka, the squirrel). They run a financial advice company, but that doesn’t mean they’re immune to money misalignments in their own marriage. From arguments over household budgets to Carissa’s "allowance rebellion," this episode is packed with honest, hilarious, and insightful moments on how couples can get on the same financial page, without losing their minds (or their marriage). Plus, their genius approach to teaching kids about money, complete with ice cream tax and investment competitions!
Carissa & Tim co-founded Rival Wealth which is a financial advice practice in New Zealand. Just like The Curve, they are committed to an education-first approach which we love SO we have teamed up with them to offer a free, no-obligation half hour catch up with Carissa for anyone in The Curve Investing Club. Remember - the club has a 7-day free trial, so you can jump on, have a look around + get the details about getting your free 1:1. Click here to join the Investing Club: https://thecurveplatform.com/pages/become-a-member
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