Money impacts almost every aspect of our lives. It affects where we live, the car we drive, and how we manage it can even impact the quality of our relationships. Money is the thread that is woven through so many life plans and decisions. Co-hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT, bring together their respective expertise in financial planning and family counseling to discuss how to build healthy relationships, build your wealth, and build your life.
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Money impacts almost every aspect of our lives. It affects where we live, the car we drive, and how we manage it can even impact the quality of our relationships. Money is the thread that is woven through so many life plans and decisions. Co-hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT, bring together their respective expertise in financial planning and family counseling to discuss how to build healthy relationships, build your wealth, and build your life.
Self-discipline will often let you down. In this, the first installment of the SIMPLE Money Edition series, Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® provide you with a simple, practical, and tactical strategy for overcoming your procrastination. Use technology to help you improve your finances and improve your home. Invest in your relationships.
Episode Highlights:
Erik shares how their teaching presentations have been doing recently. (2:30)
What is the SIMPLE money task for today’s episode? (4:00)
Erik explains the idea of automating. (4:32)
Erik mentions three ways to automate your finances. (5:20)
Erik explains how to automate your debt payments. (6:36)
Erik explains the idea of short-term savings. (8:55)
Matt shares his testimonies about automating. (10:26)
Erik shares the third automation idea. (12:10)
Key Quotes:
“If you can help people level up their financial management and clean some things up, that might give them a better shot at better stronger relationships. And, that's kind of the idea of our presentations.” - Erik Garcia, CFP®
“Most of us don't have the self-discipline to do the things that we know we need to be doing to meet our goals, or to... whatever. We just lack as human being self-discipline. So, we need to build in these guardrails, if you will, and one of the techniques is to automate.” - Erik Garcia, CFP®
“Finances are generally not the main reason for divorce, but they're a huge part of the conflict that can lead to divorce.” - Dr. Matt Morris, LPC, LMFT
Resources Mentioned:
Erik Garcia, CFP®
Dr. Matt Morris, LPC, LMFT
Garcia Financial Group
Matt Morris & Associates
Building Us
Money impacts almost every aspect of our lives. It affects where we live, the car we drive, and how we manage it can even impact the quality of our relationships. Money is the thread that is woven through so many life plans and decisions. Co-hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT, bring together their respective expertise in financial planning and family counseling to discuss how to build healthy relationships, build your wealth, and build your life.
