August 3, 2020
Martha and Dave have been dating for a couple years, but it wasn’t until a sudden shift in living situations (hi, Coronavirus) that they started to talk seriously about what’s next. Recent conversations have exposed their very different financial backgrounds, mindsets and values. Listen in as Martha and Dave talk money, marriage and more. Then, hear what Connor Spiro, Certified Financial Planner at John Hancock, says about the importance of talking money before saying “I do.”
July 20, 2020
Going from two steady household incomes to one is difficult and, let’s face it, costly. Throw in two small children and a pandemic, and it’s even more complicated. But that’s just what Holly and Jamie did when they decided Jamie would become a stay-at-home dad. Listen to see how they navigate financial stability, emotional fulfillment and adjusting goals in this time of great change. Then, guest expert Lindsay Bryan-Podvin, Founder of Mind Money Balance, shares the most common financial pitfall for couples and practical ways to have a healthy money relationship.
July 7, 2020
Julie and Tammy have been best friends ever since meeting on a moonlit bike ride. They’ve stood by each other through marriage, divorce, career changes, personal loss, and now…retirement. Hear how their financial mindsets have shifted over the years and the impact “the ‘Rona” has on their retirement plans and perspectives. Also, get advice from Patrick Murphy, CEO of John Hancock Retirement, on the role flexibility plays in planning for retirement.
July 6, 2020
Bob, Gari, and their two grown children, Leslie and Jack, discuss the highs and lows of family finances. What can kids learn about finances from their parents and vice versa? How does our upbringing affect our financial literacy and values? And are you ever too old to be on your parents’ cell phone plan? Plus, Priya Malani, founder and CEO of Stash Wealth, weighs in on the fragile nature of family financial dynamics and the importance of communication.
July 6, 2020
Carena and Dorothy have known each other since law school, and even though their careers have taken different twists and turns, they’ve remained close friends and confidants. From their early days of having “meetings in the middle” in their shared office, no money topic is off the table. See how their frequent and candid financial conversations have influenced their careers, relationships and lives. And, hear from guest expert Caryanne Keenan, professional development coach and Founder of LifeWorkSource, on the value of mutual mentorships and learning from each other’s different financial attitudes.
June 18, 2020
It’s time we stopped stressing about the financial elephant in the room, and started addressing it. Introducing, Friends Who Talk About Money.
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