Why couples need to talk about money with Rob Devlin
Manage episode 503911333 series 3606846
The truth is, for a lot of couples, money is one of those conversations people try to avoid. But here's the thing - that's not a great idea. You should be talking about money, how you manage it, and yes, even what happens if you break up.
In this episode of Money & a Good Life, Steph and Ryan sit down with Rob Devlin, Head of Advice and Partner at Tribeca Financial, to tackle one of the most crucial yet avoided topics in relationships: money.
Rob brings his unique blend of financial expertise and emotional intelligence to guide us through the complex world of relationships and finances. With his natural ability to connect with clients and his experience helping people navigate some of life's most challenging financial transitions, Rob shares practical wisdom on everything from starting those awkward money conversations to building financial systems that work for couples.
Key topics covered:
- When and how to start talking about money in relationships
- The consequences of avoiding financial conversations with your partner
- Practical strategies for combining finances without losing independence
- Cashflow setups that work (and don't work) for committed couples
- The importance of having an "exit plan" and discussing difficult scenarios
- Financial considerations for those who find themselves unexpectedly alone
- Building financial capability and confidence, not just knowledge
Whether you're in a new relationship wondering when to bring up money, a long-term couple looking to improve your financial communication, or someone preparing for unexpected life changes, this episode provides honest, practical guidance for navigating money in relationships.
Here's to your Good Life. And thanks for listening.
You can find us at https://www.tribecafinancial.com.au/
Resources:
- ASIC's MoneySmart website (free courses and calculators)
- ATO's financial education resources
- Services Australia's financial information services
- FAAA consumer resources
- Australian Securities Exchange (ASX) education courses
- Women's financial workshops (many banks offer these)
Our guest:
Robert Devlin, Head of Advice & Partner at Tribeca Financial
Rob’s LinkedIn: https://www.linkedin.com/in/robert-devlin-799b4a58/
Our hosts:
Ryan Watson, CEO, Tribeca Financial
Follow Ryan: https://www.linkedin.com/in/r-watson/
Stephanie Coombes, podcast expert and media strategist
Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/
Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.
Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.
Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.
27 episodes