
Hosted by Dr. Travis Parry · EN

Steps 2 and 3 of the Balanced Growth Method are centered on the psychological and relational aspects of money. To get on the same page financially couples must understand their own relationship with money and how their spouse views money before they ever begin to work together on this most complex topic. Most disagreements about money happen because each individual in a marriage is coming from a different background with money. When money decisions and goals aren't successful it is likely because of these differences. This chapter will help navigate this crucial part of growing rich together!

Couple Development is the #1 key to building a business while keeping your balance. Couple Development is working with your spouse on all areas of life including finances to reach your goals together. This chapter is focused on how to create couple development in your marriage and the key concepts include: Couple Development Time Shared Goals Couple Council This is the most important chapter in the book to completely understand and live the Balanced Growth Method.

Money is one of the top predictors of divorce but most professionals are unable to help married couples with money problems. Financial advisors, therapists, and coaches all fall short of combining financial advice with relationship and psychological help. In this chapter, I break down why professionals have failed to help couples with money problems and how the Balanced Growth Method solves this problem.

Advisors won’t want to miss today’s episode featuring our guest, Roger Pine, CFA, CFP®, and Co-Founder at Holistiplan. Holistiplan is a market-leading tax planning software, built by advisors, for advisors. In the podcast, Roger stated, “I am passionate about being backstage in other people’s journeys to being great advisors”. If simplifying tax season sounds appealing to you, listen to the episode to learn how Holistiplan can serve you, so you can better serve others. Join us today to learn about these things: How Roger got into the financial planning industry. (1:15) Does balance actually exist? (9:28) How his values drive him to serve and impact the industry. (15:04) Learn about his passion to equip advisors, by operating in the background. (29:19) RESOURCES Learn more: https://www.holistiplan.com/ Email: travis@travisparry.com Get Travis' newest book!