In any marriage, it’s crucial to have the same financial goals. After all, it's common knowledge that money is one of the top reasons for divorce.
Today on the podcast, I’m sitting down with my wife, Natali Morris, to talk about how we got on the same page about our finances. Natali is a financial expert who has a wealth of knowledge on the topics of investing and goal setting.
On this episode, we’re talking about the structure of our finances, setting the groundwork for a successful partnership, and how everything changed once we started seeing eye-to-eye. It’s all here on episode 4 of the Investing in Real Estate Podcast!
More About This Show
Natali Morris is a broadcaster, writer, and speaker. She is enthusiastic about personal finance, and she comes from a long line of shrewd investors.
Natali’s grandparents invested in warehouses in the Bay Area, and lived off the rent after retirement. She saw their success, and understood the value in owning real estate. So when I started talking about investing in real estate, she was on board.
When we put our heads together and were clear about our shared goals, everything changed. We started to see real, measurable success in our real estate business.
Throughout our marriage and business ventures, we’ve come to understand our individual strengths. We’ve evolved into our current roles by learning about one another, and regularly assessing our financial situation.
My role is the visionary—I dream big and hold the vision. Natali serves as the organizational role. She understands how to execute our goals, and has a system in place to track our progress.
Together, we are able to make wise decisions and add to our net worth in order to create legacy wealth for our family. Having a clear vision of our goals and responsibilities has helped us grow.
On today’s show, Natali and I are sharing how our personal and business finances have evolved, how to calculate your net worth, and the importance of setting financial goals.
We also talk about some actionable steps you can take today, and share resources for getting started on your journey to financial freedom.
On this episode you’ll learn:
- How to calculate your net worth.
- The different roles in a relationship.
- How to make your assets performing assets.
- The importance of having shared goals.
- How to find to your Freedom Number.
- And much more!