34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC
Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retirement by managing investments, designing retirement...
Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex world of finance into bite-size pieces On this episode of CFO at Home Liz and Vince discuss the challenges that women face when they unexpectedly become the CFO at Home, engaging a disinterested partner in money conversations, and more.
- Key Takeaways
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- Engaging a disinterested partner in a money conversation
- If you’re the “money geek” in your family, be conscious of devoting time in money conversations to discussing goals and dreams, not just figures and financial jargon.
- Generally speaking, women can be less “performative” and more practical when it comes to financial discussions and making financial decisions, so again, keep the conversation goal-oriented.
- Connection and trust with an advisor are high priorities, particularly for women
- Find an area that’s tied to the national interest for the less engaged partner (ex: investing for kids' higher education) that they can take primary responsibility for managing.
- Engaging a disinterested partner in a money conversation
- Recommended resources:
- Ways to contact/follow
- PleasantWealth.com
- PleasantFinancialConversations (FaceBook)
- ElizabethKHand (LinkedIn)
- Contact the Host - vince@thecfoathome.com
