1. EachPod

14. Does Every Relationship Need a CFO & How Do You Combine Finances with Someone Part Two

Author
Catherine Emerson & Christine Jensen
Published
Wed 02 Jun 2021
Episode Link
https://itsnosecret.co.nz/14

Hello! In today's episode we are answering the question of...

DOES EVERY RELATIONSHIP NEED A CFO AND HOW DO YOU MERGE FINANCES WITH YOUR PARTNER?

Today's show is part two of our money and relationships roundtable, where we are joined by two guests, Ollie and Luke.  We've roped our significant others into the podcasting fold for a money and relationships tell all...now we're back with part 2! ⁠

In this episode we cover: 

  • Setting goals as a couple⁠
  • We each share our upcoming goals and how we got there⁠
  • Whether there is a downside to being super ambitious
  • When you should or shouldn’t deviate from your combined financial plan ⁠
  • Do the spender and saver stereotypes in a relationship exist⁠
  • Whether your financial behaviours  get better with the more money you earn 
  • Frugality and cheapness - are they the same thing and what happens when you come from different angles?⁠⁠


We also put the boys on the spot with a deep dive into their money moments - the things they didn't do so well when managing money at a younger age, what they would have done differently and how perspectives have changed when managing money with their partners. 

This part-two of relationships & money deep dive is one not to miss! ⁠

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.

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Got questions? Get in touch: www.itsnosecret.co.nz

Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz

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