Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph.D., CFP^®, LMFT, Director of Financial Health and Wellness and Masters programs at Texas Tech University. She shares insights from her research, her training as a therapist, as well as a values exercise from her book, A Couples Guide to Love & Money. We’ll also learn from Michael Kothakota, Ph.D., CFP^®, CEO of WolfBridge Wealth and a lecturer at Columbia University. He’ll share the knowledge he’s gained from creating financial plans for people going through a divorce, incorporating nonviolent communication, and using financial planning technology to help people talk about money.

Learn more about strategies to use with couples here: https://emoneyadvisor.com/candid-conversations-tips