Episode 152: Investment Friday - How to Talk About Money with Your Partner with Brad Haines


Episode 152: Investment Friday - How to Talk About Money with Your Partner with Brad Haines


Money is often a hot-button topic in many romantic relationships, leading to tension and misunderstanding. According to a TD Bank study, 40% of millennial couples argue about money once a week!

When two individuals with different money stories and beliefs come together, it is important to hold space for each other's backgrounds to have a productive conversation about money.

In this episode, host Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies offer some practical tips on ensuring that money matters do not become a source of conflict!

Learn more:

  • Understanding your partner's financial background

  • Brad's personal experience in his marriage

  • Tips on creating safe, non-judgemental communication

  • Why emotional intelligence matters - responding to your partner in productive way

  • How estate planning can help

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

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