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Conflict Resolution in Financial Planning

eMoney Advisor

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D.,

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Transcript: Ramit Sethi

The Big Picture

I have this one-hour presentation I do on money. SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. No kidding. And they would never show up.