All Episodes

January 16, 2024 39 mins

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. 

Click here to find a masterclass time that works for you!

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
Death, Sex & Money

Death, Sex & Money

Anna Sale explores the big questions and hard choices that are often left out of polite conversation.

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.