Jul 17, 2021
In this episode of Saving With Steve, host Steve Sexton is joined by Patrick Geddes, an author and the co-founder and former CEO of the Aperio Group, and Emily Blain, a financial coach who helps engaged couples effectively talk about money. They discuss:
- Advice that can help consumers properly vet investment experts
- The biases and motivations of investment professionals
- How investment firms appeal to junk food-like cravings
- The perils of hidden investment costs
- Gender differences and bias in investing
- The benefits of focusing on fees and taxes - when boring is better than sexy
- The ‘gamification’ of investing
- Smart investing in a post-COVID world or any environment
- How our parents’ relationship with each other and with money can affect our relationship
- How open communication around money strengthens a relationship
- How looking forward and setting goals can help a couple build a plan and get financial direction for their life together
Learn more about the show at www.SavingWithSteve.us