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Value Creation Blog

Who Makes The Investment Decisions In Your House?

Who Makes The Investment Decisions In Your House-.pngI remember my sister talking about buying a car and how the car salesman would only talk and look at her husband.  I can’t tell you how annoying she found this.  She kept going to different car dealers until a car salesman would work with her and not her husband.

You might say that she should have left her husband home.  If she did that, she wouldn’t be able to use her knockout on whether she wanted to use that particular car dealer.  She wanted to make sure that the car dealer worked with her and not her husband.  In the end, she really didn’t care as much about what type of car, she cared about being dealt with as the key buyer.

I know this sounds kind of silly and as I read this, I would agree.  At the same time it brings up a really important point……..Women make many more financial decisions that affect a family than we admit.

My own opinion about this.

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Topics: financial planning, spouse, financial decisions


Is Work/Life Balance A Good Idea?

workI love to question sacred cows. These are statements that “everyone” knows is true. One of those sacred cows is that you should manage your work/life balance….and if you don’t, then you just don’t care about your family.

 

 

 

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Topics: spouse


Put Your Phone Away - Now

phoneaway.png

That might be something my wife would say to me. Sometimes I think we’re just too connected to our electronic toys and it gets in the way of our relationships.

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Topics: time management,, spouse, work balance, lifw balance


Pay Attention To Your Spouse’s Gut Feelings….They’re Amazing

pay.jpgHave you ever had the feeling that something is true but you just didn’t know why or even where the thought came from?

Here’s another question for you - have you ever had your spouse say this, “My gut is telling me this just isn’t a very good idea.”

When this happens, what do you do? I hope you take those feelings seriously. Let’s examine why you should.

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Topics: spouse


The Best Way To Find Out What Your Spouse Thinks About

 

findout

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Topics: spouse


And You Tell Me You Don’t Have Time For Vacations..

hope-and-expectation1Really, you are kidding aren’t you?

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Topics: spouse


The Greatest Buy/Sell Plan Ever

business_ideaIt’s really simple.  Include your spouse while you’re making the plan.  It’s not a hard thing to do, it just takes courage.

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Topics: exit planning, spouse, business development


Be Smart, Put Your Family First

family_firstOne of my requirements if you do business with me is we have an alignment meeting between you, your spouse and I.  I do this for a reason.  I want to find out how your spouse feels about your business.  I want to understand how much risk he or she thinks you’re taking.

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Topics: life insurance, estate planning, spouse


Is Your Spouse Your Most Trusted Advisor?

adviceI hope the answer to this question is yes.  I know Suzanne has the most to lose if I decide to make a really boneheaded move.  She might not have the same technical knowledge as others.  At the same time she is more likely to ask me tough questions I need to answer.

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Topics: business relationship management, advisors, spouse


5 Reasons You Want Your Spouse Involved In Your Business - Burlington, VT Financial Adviser

I spend way too much time trying to get my clients to involve their spouses in important decisions.  I then spend way too much time trying to fix planning problems as a result of not involving a spouse in major conversations.

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Topics: decision making, spouse, business management


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