Season 2 Episode 27: How to foster financial intimacy

One of the most important aspects of a relationship is honesty, especially when it comes to money. That’s because being honest about your finances can lead to a new type of affection – financial intimacy. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean is joined by wealth planners Isabel Barrow and Andy Smith to talk about all the ways a planner can help couples overcome challenges, improve communication and create intimacy. Later in the episode, Kathleen Burns Kingsbury, a wealth psychology expert and author, joins the conversation to discuss how couples can break the money silence and help improve relationships by identifying and comparing money beliefs.

Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

This show is pre-recorded, and any callers are prescreened.

The views and opinions expressed by Kathleen Burns Kingsbury are solely her own and may not reflect the views or opinions of EFE or its planners.

The information being provided is for informational and educational purposes only. You should consult with a financial advisor to help determine the best options for your particular circumstances.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. Produced July 2023.

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