“Ask Kathy” - Three Tips for Couples who Invest Together

Working on an investment plan with your spouse can be challenging because money can be a source of tension and conflict. But it can also be a source of strength within your relationship with the right tools and strategies to help align your goals and work as a team.

My husband Rich and I have been investing together for more than two decades, and have experienced a lot of challenges, especially at the beginning. But we’ve come up with ways to foster a better understanding of each other, our visions for the future, and how to get there without damaging the love we have for each other.

In this episode, Rich joins me to talk about three of the things we are doing to unite our unique inspirations, visions, talents, and personalities for a unified approach to couples investing. It’s also a preview into an extraordinary RealWealth Couples Retreat we have planned for next month at our home in Malibu on June 9th, 10th, and 11th.

It’s a mastermind that is designed to help strengthen and deepen the connection between partners while learning and/or practicing tools and strategies for a teamwork approach to investing.

This is what we aim to accomplish with each couple::
1 - Grow and strengthen relationships
2 - Learn and connect with like-minded couples
3 - Enjoy fun outdoor activities
4 - Create a compelling shared vision for the future
5 - Design a multi-year plan to achieve a shared vision
6 - Enjoy delicious, healthy food
7 - Celebrate together

The event is limited to six couples. At the time of this podcast, there were still two spots left. You can find out more at realwealthcouples.com

You can also find out more about what we are doing at RealWealth by becoming a member. It’s free to join at realwealthshow.com, and gain access to all parts of our website. When you log in to the investor portal, you will find sample properties, rental market data, and recommendations for professionals who can help you reach your goals. You’ll also have access to our experienced investment counselors.

We appreciate your positive comments on social media, and please be sure to subscribe to this podcast!

Thanks for listening,
Kathy Fettke

Info on Couples Retreat: https://realwealth.com/masterminds/
Join RealWealth: https://tinyurl.com/joinrealwealth
Subscribe to the Podcast: https://tinyurl.com/RWSsubscribe

Видео “Ask Kathy” - Three Tips for Couples who Invest Together канала RealWealth