249: How to Build a Financial Partnership: Reflections on 10 years of Marriage, Money and Hendershott Wealth Management

Welcome to an extra special episode of the Love, your Money podcast–because we’re celebrating our 10 year anniversary here at Hendershott Wealth Management!

It’s hard to believe it has already been a decade of helping high net worth women and couples build wealth and achieve financial freedom, but here we are–and, in so many ways, it feels like we’re just getting started.
 
To commemorate this milestone, I invited an extra special guest to join me on the podcast. Long-time listeners may remember that I interviewed my husband, Robert, a few years ago to talk about hedge funds (episode 55 if you want to check it out).

Well, I’m bringing him back today to reflect on some of the highs, lows, lessons, and repressed memories from running a wealth management firm for ten years.

I wanted Robert to join me on the podcast for this conversation because he has been my co-pilot since before I started HWM–and my number one cheerleader every step of the way.

Listen. I met Robert when I was BROKE, living in a two-bedroom bungalow, working on my MBA and at my dad’s firm. We both knew that job was no longer working for me, even though it was the only thing paying my bills and every single dollar was accounted for.

Robert saw that I was miserable and gave me the loving push I needed to go out on my own. He has been my biggest supporter since day one, and having him join me for this conversation was lovely, because he gave different perspectives to stories I have told many times in the last decade–and reminded me of so many things I’ve forgotten about along the way.

I’m proud of the life we built together so far, and think the last ten years really is a testament to how much you can accomplish with the right people in your corner.

This episode is all about reflecting on the lessons of the past, but stay tuned because this story isn’t over yet! Our next episode is all about retiring with purpose, and you’ll get to learn about this financial planner’s family retirement plan (not my retirement–Robert’s!) and what our plans are for the next ten years.

For now, sit back, relax, and enjoy taking this trip down memory lane with us!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• Why I left my dad’s firm to start Hendershott Wealth Management, what Robert had to do with that move, and reflecting on some of the best/worst decisions I made as the company grew
• How Robert and I navigated money conversations as a couple–what we brought to the table as individuals, how we came to a place where we merged our finances, and our strategy for setting up our personal investment accounts 
• How our careers (and family) have evolved over the last ten years, what we did to make room for those changes, and the choices we made that allowed us to parent and work in a values-aligned way
• The ways our money has taken care of us over the last decade and supported us as we navigated the hardest pockets of our life, including when our daughter was diagnosed with leukemia and then relapsed 
• How our financial partnership and relationship have changed the way we relate to money, and what we’re doing to teach our daughter a healthy money mindset instead of passing on the money stories we grew up with
• How Robert planned to be rich (a.k.a. The 50th Birthday Party Story), and what he is most (and least) excited about in the next ten years… because he’s retiring
• Robert takes the mic a

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.