Artwork
iconShare
 
Manage episode 516367484 series 3591185
Content provided by Cynthia Meyer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cynthia Meyer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In Episode 74 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Prudence Zhu, CPA, CFP®, RLP®, about the emotional and cultural layers of building financial harmony in a partnership. Prudence shares insights from her personal journey as a first-generation immigrant and from her new book A Couple’s Guide to Money, offering practical ways couples can create shared financial goals while honoring their individual values.

"Compassionate financial planning is about using your resources to create a life you actually enjoy living." — Prudence Zhu

This week on Real Life Planning Podcast:

💡 How do immigrant and cross-cultural couples navigate different money styles? [00:02:10]

💡 What small steps help couples align their goals emotionally and financially? [00:07:00]

💡 Why is “values-driven financial planning” key for long-term success? [00:14:00]

💡What are practical strategies for managing different saving and spending mindsets in a relationship? [00:22:00]

💡How does financial therapy unlock better money behaviors? [00:27:00]

Takeaway Quotes:

“Suffering is a constant—but it is in our power to turn that into an opportunity for growth." — Prudence Zhu

"Your financial plan is your life expressed in numbers." — Cynthia Meyer

"Money doesn't solve relationship problems, but understanding each other financially can strengthen your connection." — Prudence Zhu

Connect with Prudence Zhu:

Connect with Real Life Planning:

About the Real Life Planning Podcast

Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

  continue reading

76 episodes