Guest Host Jason Bermas
The Sean Morgan Report
Sean Morgan
2.8 • 689 Ratings
🗓️ 15 February 2023
⏱️ 60 minutes
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| 0:00.0 | Welcome everybody to a very special Making Sense of the Madness Valentine's Day edition. |
| 0:06.9 | I am Jason Burma sitting in for Sean Morgan, and today we're going to talk Love, Love, Love, |
| 0:11.9 | with Dr. Kirk Elliott, Lee Valentine, and Dr. Jamie Turndorf. |
| 0:15.9 | It's Making Sense of the Madness. |
| 0:17.2 | It's Making Sense of the Madness. We are back and showing the love, and I was actually able to meet Dr. Kirk Elliott a few weeks ago out in Nashville, Tennessee. |
| 0:49.7 | And now the holidays are here. |
| 0:52.1 | And let's be honest, look, when we're talking about our significant other usually |
| 0:56.6 | one person in the relationship is better with the money and we also know that relationships are a lot |
| 1:04.4 | easier when finances aren't part of that stress margin on that relationship. So here to kind of talk about that and how |
| 1:14.2 | if you're the fiscally responsible one in the relationship, you can maybe gear your partner |
| 1:19.5 | towards more of that is Dr. Kirk Elliott. Thank you, sir. |
| 1:24.4 | Hey, Jason. It's great to be with you. And, you know, you are so right. You know, in relationships, |
| 1:32.1 | whether it's a marriage or talking to your kids about finances, right? But what causes the most |
| 1:38.8 | conflict in a relationship, right? Financial stress is one of the biggest things, right? So, so when, when you run out |
| 1:47.3 | of money, when you're, when you're constantly looking at your bills at the end of every month and say, |
| 1:51.0 | man, we're just not cutting it. Well, we've got to start cutting things out. We've got to, we've got to, |
| 1:56.1 | I mean, this stress, when people call my office, because I've been a wealth manager for almost 30 years now, |
| 2:02.3 | right? Here's what grips them. It's fear, right? Fear is, it's all consuming with people |
| 2:08.9 | that call. It's like, we don't know what to do. We're afraid that our money is going to run out or |
| 2:14.1 | afraid that our retirements are going to erode because of politics, right? And we can't |
| 2:18.8 | control that. It's like, no, you can control it. Right. And so, so when we're talking to people |
| 2:24.6 | and strategically mapping out their questions and their concerns, what it is always boil down to, |
... |
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