Love & other assets

Emily Luk from Plenty
  • 0.0 (0)
  • Relationships
  • Updated Weekly

Welcome to "Love & other assets", the podcast for where love and money meet. Hosted by Emily Luk, CPA, CFA, and co-founder of Plenty (withplenty.com), we demystify the financial decisions and relationship convos that today’s couples face. We bring in leading experts in finance, psychology, and relationships to discuss anything from managing shared finances, the healthy fights to have, to even death and taxes. Tune in to "Love & other assets" to grow wealthy in love and money, together. Visit withplenty.com to learn more and join our community.

  1. 2025-01-02

    Love, Money, and FIRE With Shang Saavedra

    This week on Love & other assets, we had the pleasure of speaking with Shang Saavedra, founder and CEO of Save My Cents, a financial coaching business focused on the intersection of mental health and financial well-being. Shang, along with her husband, achieved financial independence and retired early (FIRE) by the age of 31, a feat she attributes to a combination of frugal living and strategic investing. Their journey wasn't always smooth sailing; Shang openly discussed the challenges of balancing her desire for a comfortable lifestyle with her husband's more extreme frugal approach. This highlights a common struggle for many couples: navigating differing financial philosophies. Shang shared insightful anecdotes about their early days, from living in a tiny, rent-stabilized apartment in New York City to making strategic use of credit card points and miles for travel. She emphasizes that extreme frugality wasn't their initial plan, but rather a result of a conscious decision to live off a single income to mitigate the potential career impacts of motherhood. This led to their unexpected early retirement. The conversation then shifted to identifying red flags in relationships, particularly concerning financial transparency. Shang noted that a reluctance to discuss finances openly can be a significant warning sign, emphasizing the importance of open communication about money, a topic often avoided but crucial for a successful partnership. She suggested a clever way to gauge a partner's financial habits: planning a vacation together. This seemingly simple activity reveals much about budgeting, spending habits, and decision-making styles. Shang also discussed the evolving nature of their financial partnership, highlighting the importance of compromise and trust. Initially using separate "no questions asked" budgets, they gradually developed a deeper understanding and trust, leading to shared financial decisions. This evolution highlights that financial harmony in a relationship is an ongoing process, not a destination. The episode concludes with practical advice for couples on setting shared goals, prioritizing childcare and schooling plans, and navigating potential career adjustments after having children. Shang's emphasis on self-worth and combating the pressure of societal comparisons adds another layer of crucial mental support needed for successful financial planning. Curious to learn more? This episode delves into: The surprisingly attainable FIRE lifestyle. Could it be your next adventure?The hidden secrets of extreme frugality (without sacrificing all the fun).Spotting financial red flags in relationships before they become dealbreakers. Think you've got a keen eye? Find out!Navigating the ever-evolving dance between individual and shared finances. Are you in sync with your partner?The art of the compromise: blending different financial styles into a winning team.Conquering the "Am I behind?" feeling and embracing a mindset of abundance. It’s about your worth, not just your net worth!Listen to this episode to learn the secrets to a happier, wealthier, and more fulfilling relationship! Listen to the full episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform. Brought to you by Plenty. Plenty is an wealth platform designed specifically for couples to build wealth, together. We go beyond budgeting, making it simple to invest, save and grow towards your future goals by unlocking access to the financial strategies of the wealthy.   SELECTED LINKS FROM THE EPISODE Connect with Shang Saavedra: Website| LinkedIn |Instagram  Connect with Emily Luke: Website | LinkedIn | Twitter Plenty: Website | Instagram | Facebook | YouTube | Twitter/X   PEOPLE & RESOURCES MENTIONED Channing Allen The New York Post Tumi Save My Cents Wealth is a Mindset

  2. 2024-12-18

    The "Stuck" Factor With Deanna deBara

    In this episode of Love & other assets, Emily Luk sits down with writer and podcast host Deanna deBara to explore what it means to feel financially “stuck” and why it’s often a catalyst for growth. Deanna shares her journey through financial instability, the power of compassion over shame, and how open communication can transform relationships strained by money differences. Together, they unpack practical tools for navigating financial challenges, letting go of past resentments, and supporting a partner who feels stuck—while building a shared vision for the future.

  3. 2024-12-12

    The secret to managing money as a couple according to Esther Perel

    In this episode of Love & other assets, host Emily Luk sits down with her co-founder and husband, Channing Allen, and Plenty advisor, Esther Perel. Esther, a New York Times bestselling author and globally recognized voice on relationships, joins the conversation to explore the intersection of love, money, and power dynamics. The episode begins with personal anecdotes from Emily and Channing about their own financial journey as a couple, from the early days of splitting bills to navigating shared expenses and different income levels. Esther offers profound insights into the emotional underpinnings of financial decisions, explaining how money serves as both a practical and symbolic element in relationships. Key topics include the role of power dynamics in financial decisions, the concept of fairness in partnerships, and the importance of finding a balance between togetherness and individuality. Esther emphasizes that while money often creates tension, the way couples communicate about it can either exacerbate or resolve conflicts. The discussion also delves into the value of transparency, the significance of shared goals, and the evolving cultural norms around financial independence and interdependence. Emily and Channing share how they’ve used humor and open dialogue to manage differences, while Esther reframes money management as a relational skill that grows alongside the partnership. This episode is a must-listen for couples navigating the complexities of love, money, and modern relationships. What We Discussed: Power and Control in Relationships: Esther explains how power dynamics are inherent in relationships and often manifest through money. She offers advice on how couples can recognize and address these dynamics without letting them create conflict.Redefining Fairness: Channing and Emily reflect on how they approached financial fairness, even as their income levels shifted, emphasizing the importance of mutual contribution and support.Transparency and Trust: The conversation highlights the value of transparency in financial discussions, from sharing assets to navigating major decisions like joint expenses or prenups.Balancing Individuality and Togetherness: Esther frames this as the central task of relationships, offering guidance on how couples can align financial management with their relational goals.The Emotional Weight of Money: Emily and Channing share how their upbringing influenced their financial behaviors, while Esther explores how cultural legacies shape financial decisions and perceptions of value.Practical Advice for Couples: Esther suggests that couples approach money management as an ongoing conversation, integrating regular check-ins and leveraging tools like advisors or apps to bridge knowledge gaps.Listen to the full episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or your favorite podcast platform. Brought to you by Plenty. Plenty is an wealth management platform designed specifically for couples to build wealth, together. We go beyond budgeting, making it simple to invest, save and grow towards your future goals by unlocking access to the financial strategies of the wealthy. SELECTED LINKS FROM THE EPISODE Esther Perel: Website | LinkedIn | PodcastEmily Luk: LinkedIn | TwitterPlenty: Website | Instagram | Facebook | YouTube | Tik TokPEOPLE & RESOURCES MENTIONED Channing AllenEsther Perel’s TED TalksWhere Should We Begin? PodcastCHAPTERS (1:50) Money and relationship dynamics (3:04) Financial transparency and discomforts in relationships (6:08) The emotional narrative of money (9:03) Defining fairness in shared finances (11:20) Navigating difficult financial conversation (14:06) Cultural legacies and masculinity in financial roles (17:13) Family values and spending habits (20:18) Abundance versus scarcity mentalities (21:47) Saving versus spending conflicts in couples (22:36) Strategies for conflict-free money communication (30:34) Navigating power and independence in financial relationships (36:06) The importance of financial transparency (41:14) Managing unexpected financial changes (42:36) Financial privacy versus secrecy (45:39) Establishing principles for financial decisions (46:16) Regular financial check-ins and reviews (48:07) Effective financial frameworks for couples (54:09) Balancing individual and shared goals (57:44) The importance of prenups (1:03:38) Connecting with your future self financially (1:07:12) Conversations about money and family background (1:12:31) Final advice for newly married couples about money

  4. 2024-12-06

    Sneak peek: The secret to managing money as a couple according to Esther Perel

    In our upcoming episode of Love & other assets, Emily Luk welcomes Esther Perel, a renowned psychotherapist, and her husband and co-founder, Channing Allen, for a deep dive into the intersection of relationships and finances. The episode will be available on December 12th.

  5. 2024-10-23

    The future of wealth: A conversation with Mark Peter Davis

    In this episode of Love & other assets, Emily Luk speaks with venture capitalist Mark Peter Davis about the world of alternative investments and how it's becoming more accessible to everyday families. Mark is Managing Partner of Interplay Ventures, and is a NYC-based venture capitalist, entrepreneur, author, and startup community organizer. Mark, with his deep understanding of the venture capital landscape, shares insights into the changing dynamics of the industry over the past two decades, highlighting the increasing accessibility for entrepreneurs and the shift towards outsourcing and lighter operating structures. He also delves into the complexities of family offices, explaining their secretive nature and varied investment styles.  The conversation then explores the concept of alternative investments, defining it as a catch-all for anything that's not stocks or bonds, and discussing the potential benefits and risks involved. Mark shares his perspective on the shift towards democratizing access to alternative investments for everyday households, acknowledging the challenges and potential pitfalls, and provides valuable advice on how couples in their thirties can approach allocating funds to these investments. The episode concludes with Mark's insights on the most impactful alternative investments he's backed and his belief in the power of careful investment for social good.  This episode is a must-listen for anyone looking to demystify the world of alternative investments and understand how they can work for everyday families. What we discussed  The Evolution of Venture Capital: Mark takes us on a journey through the evolution of the venture capital industry, highlighting the significant changes in the competition dynamic, the cost of capital, and the emergence of institutional players at earlier stages.Unveiling the Mystery of Family Offices: Mark sheds light on the world of family offices, debunking the "black box" perception and revealing their varied investment styles, highlighting the need for specialized partners to navigate this complex market.Alternative Investments Explained: A clear explanation of alternative investments, demystifying the term and differentiating the institutionalized categories from the "long tail" of niche assets.Pros and Cons of Alternative Investments: Mark weighs the potential benefits of higher returns against the drawbacks of lower liquidity, providing context for investors to understand the trade-offs involved.Unlocking Access for Everyday Families: Mark discusses the efforts to democratize access to alternative investments for individuals beyond accredited investors, highlighting the development of services and apps aimed at bridging the gap.Strategic Approach to Alternative Investments: Mark offers valuable advice for couples in their thirties who are considering allocating funds to alternative investments, emphasizing the importance of long-term horizons and aligning investments with individual financial goals and risk tolerance.Listen to the full episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.  Brought to you by Plenty. Plenty is an investment platform designed specifically for couples to build wealth, together. We go beyond budgeting, making it simple to invest, save and grow towards your future goals by unlocking access to the financial strategies of the wealthy.   SELECTED LINKS FROM THE EPISODE Connect with Mark Peter Davis: Website| LinkedIn |X Connect with Emily Luke: Website | LinkedIn | Twitter Plenty: Website | Instagram | Facebook | YouTube | Twitter/X   PEOPLE & RESOURCES MENTIONED Channing Allen David Swensen Interplay Thunder VC Figure AI Stripe SpaceX

  6. 2024-10-16

    How your spending habits shape your relationship (and vice versa)

    In this episode of Love & other assets, Emily Luk speaks with Scott Rick, a professor and expert on the psychology of spending. Together, they explore the clash of tightwads and spendthrifts in relationships, offering strategies to navigate financial friction. From handling mismatched incomes to giving thoughtful gifts, this episode provides actionable insights on creating balance in your financial life as a couple.

  7. 2024-10-09

    From first kid to first home: Estate planning milestones you don't want to miss with Daniel Goldstein

    In this episode of Love & other assets, Emily chats with Daniel Goldstein, co-founder of Trust & Will, about making estate planning accessible for millennials. Daniel shares insights from Trust & Will's study, revealing a communication gap between millennials and their parents, and emphasizes the importance of estate planning at every stage of life. The conversation also touches on the rise of digital tools to simplify the process for a new generation.

  8. 2024-10-02

    Modern love, modern marriage: A conversation with Courtly's Micaela Beltran

    In this episode of the love & other assets podcast, Emily Luk, CEO and co-founder of Plenty, sits down with Micaela Beltran, co-founder of Courtly, an online marriage platform. They discuss Micaela's journey from New York City native to Manila-based entrepreneur, her experience building Kaya Collaborative, a social enterprise connecting Filipino diaspora youth with volunteer opportunities in the Philippines, and her transition into the startup world. Micaela shares insights on building a company with international talent, the benefits and challenges of remote work, and how Courtly makes marriage accessible to everyone, regardless of location, nationality, or sexuality. They also discuss how today's generation views marriage differently, with increased emphasis on personalization and fluidity. The conversation touches on the evolution of wedding traditions, the growing popularity of online ceremonies, and the challenges and highlights of building a startup in a gray area of marriage law. Finally, Micaela reveals her excitement for the future of Courtly, including plans to expand its services beyond online marriage and become a comprehensive family services business. What we discussed: Building a company with international talent: The benefits and challenges of accessing global talent, leveraging remote work, and navigating cultural differences.Courtly's mission: Making marriage accessible to everyone regardless of location, nationality, or sexuality.The changing landscape of marriage: How today's generation views marriage and weddings differently, focusing on personalization, intimacy, and a more fluid approach to tradition.Challenges and highlights of building a startup: The emotional rollercoaster of entrepreneurship, the uncertainty of navigating a gray area of the law, and the heartwarming moments of witnessing couples get married.Courtly's future plans: Expanding services beyond online marriage to become a comprehensive family services business.The importance of embracing change: Recognizing the evolution of traditions and embracing the new ways people create families and celebrate love.Listen to the full episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.  Brought to you by Plenty. Plenty is an investment platform designed specifically for couples to build wealth, together. We go beyond budgeting, making it simple to invest, save and grow towards your future goals by unlocking access to the financial strategies of the wealthy.   SELECTED LINKS FROM THE EPISODE Connect with Micaela Beltran: Website |LinkedIn Connect with Emily Luke: Website | LinkedIn | Twitter Plenty: Website | Instagram | Facebook | YouTube | Twitter/X   PEOPLE & RESOURCES MENTIONED Channing Allen Courtly: An online marriage platform Kaya Collaborative Notpot Deel

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About

Welcome to "Love & other assets", the podcast for where love and money meet. Hosted by Emily Luk, CPA, CFA, and co-founder of Plenty (withplenty.com), we demystify the financial decisions and relationship convos that today’s couples face. We bring in leading experts in finance, psychology, and relationships to discuss anything from managing shared finances, the healthy fights to have, to even death and taxes. Tune in to "Love & other assets" to grow wealthy in love and money, together. Visit withplenty.com to learn more and join our community.

Information

  • Creator
    Emily Luk from Plenty
  • Years Active
    2024 - 2025
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    © 2024 Plenty Financial, Inc.
  • Show Website
    Love & other assets

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