Financial Date Discussion Cards w/ BatSheva Goldstein

In this episode, Rory speaks with BatSheva Goldstein, investment advisor, financial planner, and creator of Financial Date Discussion Cards, about how couples can have easier and more meaningful conversations around money. BatSheva shares how the cards help partners uncover their unique money stories, align values, and build common ground—even when they approach finances differently. She explains why money conflicts are rarely about math and more about what dollars represent in our lives. Through simple yet powerful questions like “What’s a financial decision you’re proud of?” and “What makes you feel rich?” couples can start with positive momentum, explore deeper values, and strengthen their financial teamwork. They also discuss how advisors can use tools like these to foster trust, improve client retention, and engage both partners before a meeting even begins. Want to learn how to turn money talks from stressful to collaborative? Curious how values-based conversations can improve relationships and financial outcomes? Find out the answers to these questions and more in this insightful discussion with BatSheva Goldstein.