What happens when two financial advisors – married to each other – have completely different money personalities? Meet Carissa, the self-proclaimed “procurement officer” (aka, the spender), and Tim, the meticulous planner (aka, the squirrel). They run a financial advice company, but that doesn’t mean they’re immune to money misalignments in their own marriage. From arguments over household budgets to Carissa’s “allowance rebellion,” this episode is packed with honest, hilarious, and insightful moments on how couples can get on the same financial page, without losing their minds (or their marriage). Plus, their genius approach to teaching kids about money, complete with ice cream tax and investment competitions!

Watch the YouTube video below or tune in on The Curve using your favourite podcast platform.

This information is of a general nature and is not intended as personalised financial advice. RIVAL Wealth is a Financial Advice Provider (FAP) licenced by the Financial Markets Authority to provide financial advice. Our disclosure document is located at rivalwealth.co.nz or a written copy is available on request