Benjamin Felix

speaker
5,821 appearances 21 recordings 1 series first heard Apr 2026 last heard 17 Sep

Benjamin Felix’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
5 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 21 in all, peaking in Aug 2026 with 5.

Appearances

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I agree with all that. podcast-host
It's all about communication. podcast-host
If my wife or I want to spend money on something substantial, we will just have a conversation about it rather than having a budget for stuff that we don't have to ask each other questions about. podcast-host
It does start to lead into another topic that I want to talk about, which is financial infidelity, where I think talking about what works for a couple, if you do something that doesn't work, but you kind of agree to it, but one person doesn't really agree to it, but they say they do, then you end up with financial infidelity, which is not great. podcast-host
The definition of it is engaging in financial behavior you expect your partner would disapprove of and then hiding it. podcast-host
It's actually pretty common in marriage. podcast-host
There is a recent paper that looks at what happens when one partner is much more prone to it than the other. podcast-host
And couples with that kind of mismatch are more likely to end up with individualized rather than shared financial goals. podcast-host
And this also predicts lower financial well-being and lower relationship satisfaction. podcast-host
And interestingly, this finding holds up even after accounting for other mismatches between partners, like one being a tightwad and the other being a spendthrift. podcast-host
And podcast-host
I kind of think that bird's going to get flushed out regardless. podcast-host
Like if someone's conducting financial infidelity and you say, all right, we're doing joint accounts, then they're either going to find another way to do it or it's just going to bring the issue to the forefront and you're going to get separated. podcast-host
It's a bigger problem than we can solve with our financial planning guidance. podcast-host
Yeah. podcast-host
Whether finances are combined or joint, I think another big question that every couple grapples with, and we see this as financial advisors a lot. podcast-host
The other big question that households have to grapple with is how much each spouse should be involved in household financial decision-making. podcast-host
Again, as advisors, we see this all the time. podcast-host
It's very common for there to be a primary financial spouse, whereas the less financial spouse is sometimes not even super engaged in the financial conversation. podcast-host
You can have a lot of conversations that end up being dominated by podcast-host
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