18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs episode artwork

EPISODE · Feb 13, 2025 · 48 MIN

18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs

from Planning & Beyond® · host Ashley Quamme

Text us to share what you found helpful!What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs, CFP® and Licensed Marriage and Family Therapist, reveals how financial advisors can deepen both client relationships and their own marriages through financial intimacy. Learn about Ed's innovative GREAT framework for having meaningful money conversations, and discover why being a financial expert can sometimes create unexpected challenges in personal relationships. Ed shares vulnerable insights from his own marriage and clinical practice, explaining how attachment styles influence money decisions and why financial transparency alone isn't enough for true financial intimacy. Whether you're struggling to balance your role as a financial expert with being a spouse, or seeking ways to help clients navigate financial relationships more effectively, this episode provides practical strategies for creating deeper connections through money conversations.Featured Guest: Ed Coambs, CFP®, LMFT, CFT-I™, Founder of Healthy Love & MoneyResources Mentioned in This Episode:The Healthy Love and Money WayAttachment Style QuizConnect with guest: Ed Coambs on LinkedInHealthy Love & MoneyHealthy Love & Money on InstagramConnect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn

Episode metadata supplied by the publisher feed · Published Feb 13, 2025

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Text us to share what you found helpful! What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs, CFP® and Licensed Marriage and Family Therapist, reveals how financial advisors can deepen both client relationships and their own marriages through financial intimacy. Learn about Ed's innovative GREAT framework for having meaningful money conversations, and discover why being a financial expert can sometimes create unexpected challenges...

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18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs

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