Julia Carpenter

speaker

3,850 appearances 71 recordings 1 series first heard Oct 2019 last heard Sep 2024

Julia Carpenter’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Couples Take On CFO, COO Roles to Handle Household Tasks · 22 Aug 2023 podcast

So that's where keeping each other abreast, again, ideally like a CFO and a COO would do in a Fortune 500 company, meeting regularly, talking regularly, communicating to one another, that's the key. matched

Totally. matched

And that's the important communication piece. matched

And there's a lot of research about this with the household CFOs particularly. matched

Where we see this go awry is the CFO is maybe doing a great job at managing all the money, but they're only keeping the other person on a need-to-know basis. matched

So they're not cluing the COO into, hey, by the way, I'm doing this with the investments now, or hey, I've started moving our savings over here. matched

And then when something happens to that person or, you know, if the couple breaks up, the other person doesn't even have the password to get into the account. matched

let alone know how much is in the savings. matched

There's a reason we picked CFO and COO as these titles when we're describing it to people. matched

Both people are playing CEO in their own way. matched

So the CFO and the COO get together and the CFO says, moving that money to a high interest savings account actually earned us more money on this. matched

Or we have credit card points we can use for this. matched

And the COO says, that's great because we have so-and-so's wedding coming up. matched

So when they're deciding to go to the wedding to matched

is when, as one, they're both sort of taking on that role of CEO. matched

WSJ Your Money Briefing · How Spending Limits Help Partners Avoid Money Conflicts · 27 Jul 2023 podcast

So the spending rules gives both people a no questions asked threshold under which you're allowed to do your thing. matched

I'm allowed to do my thing. matched

If it exceeds this, let's have a conversation. matched

The purchases that don't need prior conversation. matched

So the purchases under $100, for example, or under $1,000 for some couples or under $25 for other couples. matched

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