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We’re experiencing a shift in the traditional role of men as financial breadwinners and decision makers. More women are breadwinners than ever before. And at an even faster rate, women are making their voices heard when it comes to family finances.

How can you transcend those traditional gender norms as smoothly as possible and create more equity in your relationship?

Today’s guest, Teresa Lodato, has done the work in her personal life and now shares it with you!

She’s a former stressed-out financial services executive. Now, she guides leaders to fully align with their inner knowing to optimize mental, emotional, and physical well being.

Teresa’s clients learn to create balanced and healthy relationships which promote effective communication and bridges to connection, including around money.

Since your health is tied directly to your financial stability, each partner’s needs, opinions, and fears must be integral parts of the financial planning and implementation.

In this episode, Teresa tells us how to make it happen, including:

How she’s used her own childhood experiences to bring more women into financial meetings and conversations;
Why women sometimes have more insight as to what the needs are or will be in the event of a death or disability; and,
How to identify your own personal values and your couple’s relationship values.

Money conversations can be tense, especially if a partner has experienced scarcity, loss, or fear around finances. Bring curiosity to each conversation, and you’ll avoid jumping to conclusions, making assumptions, or starting an accidental argument!

A few highlights:

Recognize that you have your own values. And your spouse has their own values. Together, you have an umbrella of values that bond you as a couple. These values can help you to craft and direct your financial life. [9:39]
A fun story about the subtle difference in a conversation that had Teresa and her husband headed to two similar, but different locations. [13:45]
How Teresa recognized and overcame some of her own money mindset obstacles to recognize her own value. When you change your perspective about money, she shares, then you change your relationship with money. [25:10]

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Want to level up your game around money in your relationship? My free quiz will help you learn your Couple’s Money Personality Type AND how you can grow from there!

LOVE & MONEY QUIZ