A re you struggling with money conversations in your relationship? In this enlightening episode, host Raven O’Neal sits down with ⁠Emily Luk, CPA, CFA, ⁠to discuss the complexities of money management in relationships. They explore how couples can navigate financial discussions, the impact of gender dynamics, and the importance of financial independence.

Emily shares her background as a CPA and her journey in creating Plenty, a platform designed to help couples manage their finances together. The discussion covers various approaches to managing money, the significance of open communication about finances, and practical tips for fostering financial engagement in relationships. Emily also highlights the importance of investing and tax strategies, providing valuable insights for both couples and singles looking to improve their financial literacy.

• Money talks remain taboo for most couples
• Different money backgrounds create relationship challenges
• Both partners must join money discussions
• Mix joint and separate accounts for better balance
• Money dates make finance talks fun
• Childhood shapes how we handle money
• Women often avoid investing despite its importance
• Smart tax planning saves money
• Start small to build financial confidence

Emily on LinkedIn
Plenty Website