They say opposites attract… until it’s time to talk about money. In this episode of That Financial Guy Show, I unpacke the emotional and practical side of managing money as a couple — and why love and finance often speak completely different languages. You’ll learn: • Why most money fights aren’t really about money at all — and what they actually mean • The four common money personalities and how they clash (Saver, Spender, Avoider, Planner) • How couples miscommunicate about retireme...
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They say opposites attract… until it’s time to talk about money. In this episode of That Financial Guy Show, I unpacke the emotional and practical side of managing money as a couple — and why love and finance often speak completely different languages. You’ll learn: • Why most money fights aren’t really about money at all — and what they actually mean • The four common money personalities and how they clash (Saver, Spender, Avoider, Planner) • How couples miscommunicate about retireme...
Are Roth Conversions Overrated? Real Stories You Need to Hear
That Financial Guy
19 minutes
1 month ago
Are Roth Conversions Overrated? Real Stories You Need to Hear
Everywhere you turn these days, people are talking about Roth conversions like they’re the ultimate retirement hack. But from what I’ve seen in working with real families, the truth is… Roth conversions can be overrated. In this episode of That Financial Guy Show, I share real stories from my own clients — times when a Roth conversion made sense, and times when it would have been a costly mistake. You’ll hear about: A client who almost converted in his peak earning years (and why that would’v...
That Financial Guy
They say opposites attract… until it’s time to talk about money. In this episode of That Financial Guy Show, I unpacke the emotional and practical side of managing money as a couple — and why love and finance often speak completely different languages. You’ll learn: • Why most money fights aren’t really about money at all — and what they actually mean • The four common money personalities and how they clash (Saver, Spender, Avoider, Planner) • How couples miscommunicate about retireme...
