The Formula for a Healthier, Wealthier Marriage | The Informed Investor 56

Episode 56: If you and your partner know what you really want out of life, will your investment strategy help you get there?   It absolutely should, say financial advisors Marc and Alison Campbell, who are based in Southern California.   The first step, naturally, is figuring out the first thing—what you really want, individually and collectively—before moving on to the second thing—a suitable strategy.   The Campbells, a married couple who met as MBA students, encourage clients to take personality tests (specifically, the Enneagram https://www.enneagraminstitute.com/type-descriptions/) and to rank where they stand on five essential "domains of life": money, career, health, relationships, and fun. The results inform how the advisors approach developing a financial plan for couples (or individuals) that goes beyond money.   In their work the Campbells stress the importance of living an "intentional life"—discovering who you are, what you desire, and how to get it.   Marc is a Certified Financial Planner. Alison is a Certified Financial Therapist and a former life coach. They believe combining those areas of expertise helps to create rewarding outcomes. "It was all based on one key insight," Marc says. "If a financial advisor had the information that a coach had about a person, the financial advisor would be better off. If a coach had the information a financial advisor had, they'd be better off. It's kind of like peanut butter and chocolate. Put them together, and it's a lot better."   In Episode 56 of The Informed Investor podcast, hosted by Dimensional's Mark Gochnour, Head of Global Client Services, the Campbells lay out their philosophy for applying a whole-life lens to financial advice in an effort to help couples achieve their goals.    LINKS FROM TODAY'S EPISODE:   "Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER   Subscribe to the Stay Calm Investing Newsletter https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor   For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits. https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor   The Informed Investor: Feedback Survey https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor   "The Informed Investor" on YouTube https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90   Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts   "In This Together" is for individuals and couples who want to work directly with Ali and Marc Campbell to pursue more intentional lives. https://www.lifealpha.co/inthistogether.html   "Life Alpha" is for financial advisors looking to extend their value proposition and improve satisfaction across all areas of their clients' lives. https://www.lifealpha.co/index.html   Marc Campbell Wealth Management at Farther is for people looking for financial advice and comprehensive wealth management. [email protected]   "Redefining Success for a Happier, More Authentic and Fulfilling Life" is Ali Campbell's book about her personal journey. https://www.amazon.com/Redefining-Success-Happier-Authentic-Fulfilling/dp/1641842962/ref=sr_1_1?crid=29C5H2KDX9525&dib=eyJ2IjoiMSJ9.zFcLAPJFnKZ2xBlDv1ij0C7lPgHPTEGoCkyiE8wUxPI._h4oF43kZASzYtjqiljksvHFPDTyCbnPEbxCQFIdSrY&dib_tag=se&keywords=redefining+success+alison+campbell&qid=1787694576&sprefix=redefining+success+alison+campbell%2Caps%2C181&sr=8-1   Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/   Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor