Until Robo-Advisors Learn Empathy

Jason Feifer, Jennifer Miller and Jeff Motske

Welcome to Relationship Management 101: Working with your spouse can be extremely rewarding (and complicated). In this episode, we dive deep with three people who’ve mastered the balance of professional ambition and personal relationships. Kicking off the show is Entrepreneur Magazine Editor-in-Chief, Jason Feifer, and author and journalist, Jennifer Miller. This husband and wife duo recently co-authored the comedic romp, “Mr. Nice Guy”, and learned about their marriage in the process. Jason and Jennifer reveal their top tips on working with loved ones. Next we'll speak with Jeff Motske, President and CEO of Trilogy Financial, Certified Financial Planner, Host of “The Jeff Motske Show”, and Author of “The Couple's Guide to Financial Compatibility”. Jeff serves up important lessons on collaborative money management, and explains why having a succession plan in place is integral for a healthy business environment. Tune in to find out how open communication, compromise, and preparation can help you strike the ideal work/life harmony.

[00:00:00] Personal and Professional Relationships

[00:05:30] The Power of Open Communication

[00:11:31] Tips for Working with Your Spouse

[00:18:21] Schedule a Financial Date Night

[00:26:11] Your Ego is the Enemy of Humility

[00:33:22] Why You Need a Succession Plan

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It’s the time of year when many parents have watched their children graduate from high school. While no doubt proud of their offspring’s achievements, in the back of their heads, all parents wonder about one thing: does my child have good financial habits. As they embark for the first time into that brave new world of adulthood, they’ll also be venturing into the terra incognito of money. Are they prepared?

It’s a challenge for parents to teach their children everything they need to know to ready them for their lives ahead. A good, practical, common sense financial education often falls far to the back of the priority list (though sometimes for good reasons). It shouldn’t. “If there’s one huge gift we as parents can give our kids,” says Jessica Ludvigsen, Sr. Vice President of Retail Banking at Axiom Bank in Orlando, Florida, “it’s the knowledge they need to grow up to be financially stable adults.”

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