19 min
Approaching Finances As A Couple: With Katie Brown, CFP®, ChFC® (Ep. 16) Invest In Women
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- Investing
In this episode, Katie (Kathryn) Brown, the Co-Founder and Principal at Morton Brown Family Wealth, talks about the value of approaching finances as a couple and the role financial advisors play in helping them communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious.Katie Discusses: ● The importance of approaching finances from a couple's standpoint rather than from an individual standpoint.● How financial advisors often have to act as psychologists to help couples communicate about their finances.● The “fiscalosophy” exercise that helps couples understand each other's money mindsets.● The value of addressing money differences in relationships.● Ways she helps couples navigate philanthropy by exploring their passions, family principles, and societal responsibilities.● And more!
In this episode, Katie (Kathryn) Brown, the Co-Founder and Principal at Morton Brown Family Wealth, talks about the value of approaching finances as a couple and the role financial advisors play in helping them communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious.Katie Discusses: ● The importance of approaching finances from a couple's standpoint rather than from an individual standpoint.● How financial advisors often have to act as psychologists to help couples communicate about their finances.● The “fiscalosophy” exercise that helps couples understand each other's money mindsets.● The value of addressing money differences in relationships.● Ways she helps couples navigate philanthropy by exploring their passions, family principles, and societal responsibilities.● And more!
19 min