How do we make financial planning a part of our relationships with loved ones? In this episode, Linzy talks with Randall Avery, a fee-only financial planner who works with therapists.
Randall and Linzy delve into how important it is to weave financial conversations into our relationships with loved ones. Randall talks about how finances and money need to be a part of our planning with a life partner, and he also shares tips about how to incorporate conversations about money into our relationships with our parents and with our children.
As Randall and Linzy discuss, communication is key when it comes to financial planning and relationships. Listen in to hear actionable tips from a certified financial planner.
For a full transcript of the episode and much more, check out the blog post on our website!
Connect with Randall
Visit Randall’s website: www.rsadeasil.com
And check out his channel “Building Wealth and Mental Health” on Youtube: https://www.youtube.com/@buildingwealthinmentalheal7367
You can also find Randall on social media:
Facebook - https://www.facebook.com/randall.avery.7
Instagram - https://www.instagram.com/rsadeasil50/
LinkedIn - https://www.linkedin.com/in/randallavery/
YouTube - https://www.youtube.com/channel/UCEasRohhwof2xaNUr209kUw
Want to work with Linzy?
Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.
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