Broker Check

Money & Relationships Videos

ANCHOR ELEMENT Financial Truth or Dare SECTION


Financial Truth or Dare

What happens when money conversations get honest? In this fun and insightful episode, Melissa McGuire and Joanne Kaban put their financial beliefs, habits, and priorities to the test through a game of Financial Truth or Dare.


From defining what wealth really means to navigating everyday spending decisions, the conversation explores how personal values shape financial choices and why intentionality matters more than perfection.


Whether you're working toward financial freedom, reassessing your priorities, or simply curious about how others think about money, this episode offers a refreshing and relatable perspective on building a life that aligns with what matters most.

ANCHOR ELEMENT The Most Financially Stressful Decade SECTION

The Most Financially Stressful Decade

Supporting adult children, caring for aging parents, and maintaining your own financial security can create competing priorities that place pressure on both your time and finances.


The costs associated with caregiving, housing, healthcare, and helping the next generation can add up quickly. Beyond the financial impact, the emotional and logistical demands can make important decisions even more challenging.


Understanding your options and planning ahead can help reduce uncertainty and provide greater confidence when navigating this complex stage of life. Whether you're experiencing it now or preparing for it in the future, having a plan can make all the difference.


ANCHOR ELEMENT When One Partner Handles the Money SECTION


When One Partner Handles the Money

Financial planning in a relationship is about more than money—it’s about transparency, trust, and ensuring both partners feel confident about their financial future.

 

In this episode, Melissa McGuire and Joanne Kaban discuss the value of shared financial awareness and why understanding your household finances matters, even when one partner manages the day-to-day decisions.

 

They explore how open communication, regular financial discussions, and shared goals can strengthen relationships and help couples make informed financial decisions together.

ANCHOR ELEMENT FINANCIAL FEELINGS SECTION

Financial Feelings: If You're Doing Fine, Why Don't You Feel Fine?

Financial planning is about more than numbers. It’s about understanding what matters most and making decisions with confidence.

 

In this episode, Melissa McGuire and Joanne Kaban explore the emotional side of money, discussing how feelings like guilt, comparison, and uncertainty can shape financial decisions and long‑term goals.

 

They also highlight the importance of balancing future plans with the life you're living today, and how thoughtful planning can create greater clarity, confidence, and peace of mind.