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Emotional Balance Sheet with Paul Fenner


Mar 28, 2024

Most couples think they end up in a therapist's office to talk about sex and money But it's really deeper underlying issues couples are looking to hash out. 

Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, is a leading voice in the psychology of money and applied behavioral finance. 

In her practice, Joy has observed that individuals find it easier to disclose the details of their intimate encounters than to reveal the figures in their bank accounts.  Joy's expertise lies in unraveling the profound connection between money and self-esteem, understanding it as an emotional flashpoint for couples and parents. 

Key Takeaways 

  • Self-awareness is a Superpower - Learn to wield the power of understanding your own and your partner's money script to build a stronger financial future together. 

  • Financial Wellness is a Team Sport - Embrace financial discussions and check-ins with your partner as a path to closer bonding rather than a chore.  Hint: Check out temptation bundling to make this process more enjoyable! 

Joy discusses the complexities that arise when individuals in a relationship come from diverse financial backgrounds, acknowledging that such differences are frequently the seedbed for conflict.  Joy's insights shed light on people's silent struggles when discussing earnings, identifying money as a cornerstone of personal identity that people fiercely guard.  

Please enjoy my conversation with Dr. Joy Lere. 

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

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And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.