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Contenuto fornito da Melissa Joy, CFP® and Melissa Joy. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Melissa Joy, CFP® and Melissa Joy o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen

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Manage episode 431458694 series 3390556
Contenuto fornito da Melissa Joy, CFP® and Melissa Joy. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Melissa Joy, CFP® and Melissa Joy o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this conversation, Melissa Joy and Sarah Silvennoinen of My Motivation Counseling, discuss the importance of effective communication, especially when it comes to talking about money. They highlight the need to understand different perspectives and backgrounds in order to avoid miscommunication. They emphasize the importance of identifying and communicating personal wants and needs, even if they may not be rational. They also discuss the role of financial planners in integrating fun and quality of life into financial planning. The conversation concludes with strategies for improving communication and advocating for oneself.


Listen and Learn:

  • Strategies to navigate financial differences and how to set rules for spending to help with decision making
  • How to advocate for oneself and why honoring personal values and emotions is essential
  • Why effective communication is crucial when discussing money and financial planning

Resources:




Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Capitoli

1. Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen (00:00:00)

2. Effective Money Communication Strategies (00:00:01)

3. Understanding Wants and Financial Priorities (00:15:57)

4. Integrating Fun and Quality of Life into Financial Planning (00:16:02)

5. Supporting the Women's Money Podcast (00:23:36)

241 episodi

Artwork
iconCondividi
 
Manage episode 431458694 series 3390556
Contenuto fornito da Melissa Joy, CFP® and Melissa Joy. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Melissa Joy, CFP® and Melissa Joy o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this conversation, Melissa Joy and Sarah Silvennoinen of My Motivation Counseling, discuss the importance of effective communication, especially when it comes to talking about money. They highlight the need to understand different perspectives and backgrounds in order to avoid miscommunication. They emphasize the importance of identifying and communicating personal wants and needs, even if they may not be rational. They also discuss the role of financial planners in integrating fun and quality of life into financial planning. The conversation concludes with strategies for improving communication and advocating for oneself.


Listen and Learn:

  • Strategies to navigate financial differences and how to set rules for spending to help with decision making
  • How to advocate for oneself and why honoring personal values and emotions is essential
  • Why effective communication is crucial when discussing money and financial planning

Resources:




Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Capitoli

1. Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen (00:00:00)

2. Effective Money Communication Strategies (00:00:01)

3. Understanding Wants and Financial Priorities (00:15:57)

4. Integrating Fun and Quality of Life into Financial Planning (00:16:02)

5. Supporting the Women's Money Podcast (00:23:36)

241 episodi

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