TB9, S13, E13: Entrepreneur/Financial Guru Henry Yoshida -- The Money Conversation Every Second Couple Needs
About this episode
Henry Yoshida discusses essential financial conversations for couples, particularly in second relationships, focusing on aligning values and planning for retirement.
Some of the most important conversations in a relationship don't happen because of conflict. They happen because life keeps moving. This week on The Back 9, the briilliant entrepreneur and financial advisor Henry Yoshida joins us to talk about the conversations couples—especially those in second relationships—need to have long before retirement arrives. Yes, we discuss trusts, beneficiaries, taxes, and planning. But the real focus is more fundamental: aligning your values, your priorities, your family responsibilities, and your vision for the life you're building together. Henry discusses why retirement is less about money than making sure you are heading toward the same future. His counsel on how to handle the conversation is the focus this week...on the Back 9.
People in this episode
Hosts: Dennis Williams, Josh Mora
Guest: Henry Yoshida
Topics covered
- relationships
- financial planning
- retirement
- couples communication
- values alignment
Keywords
- financial advisor
- retirement planning
- couples
- trusts
- beneficiaries
- taxes
- values
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