Lindsey Carnick

speaker

315 appearances 1 recordings 1 series first heard Feb 2025 last heard Feb 2025

Lindsey Carnick’s voice in public audio — every appearance, attributed to the second.

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Wealthy After 40: Retirement Planning and Budgeting for Gen X · Ep 101 | Navigating Financial Conversations in Relationships with Lindsey Carnick · 14 Feb 2025 podcast

Tell me what your needs are or what you think your needs are or your desires.

And I'll tell you what I think is practical and responsible.

And a slight plug for NAFTA, which is you can go to NAFTA.org and find a fee-only financial planner.

These are wonderful people who are fee-only.

They don't make money off investments.

And really talk to somebody who can be impartial

from aside from the emotional aspect in a way that most of us cannot, no matter how hard we try.

And it's okay to admit that this is not a problem.

This is just saying, hey, I'm emotionally attached to this.

And it would be helpful to have somebody who is not, you know, giving us some feedback about what's doable and not doable.

You know, I think maybe the other answer there or the other possibility is that when we talk about what people want, or what they need, right, in terms of

our financial life and in my financial life.

These things we're doing together, and this is mine, yes?

Everybody has a different threshold based on their temperament, their history, their history with money.

There are people who have financial trauma in their past, from their family of origin, from how they were raised, from previous partners, from scams, from relationships.

I mean, all manner of traumas that relate to

financial well-being.

And it's okay to say like, look, this is what makes this person feel comfortable.

It's not hurting us to let this person have this set up, whatever that set is up is because it gives them some peace of mind.

And again, the key is, as long as it's not hurting the bigger picture, creating peace of mind for somebody is an absolute gift and a blessing.

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