Parents' Guide to Winning with Money, With Rob Bertman

Wednesday, April 22, 2020

Worth Knowing/Parents' Guide to Winning with Money, With Rob Bertman

Parents' Guide to Winning with Money, With Rob Bertman

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Today’s guest is Rob Bertman, CFA, CFP® from Family Budget Expert. Rob had achieved his dream career of being a partner in a successful investment management firm when he felt the urge to strike out on his own in a new direction. He started The Family Budget Expert to help families improve their lives and financial situation by helping them alleviate the #1 relationship stressor—challenges with spending.

He researched and created simple techniques that couples can use to overcome the financial struggles of spending and debt.

Today Rob will share with us more about his background in finance and what drove him to make the shift of leavving a prestigious job in order to start his own business helping families. Throughout the episode he breaks down and spells out the simple strategies you can use to get on the same page with your partner about your finances as well as help your kids get a good financial start.

In this episode, we discuss:

  • What the #1 predictor of financial success is
  • ​A simple mindset shift you can make to overcome the negative stigma around budgeting
  • ​Keep, Reduce, Eliminate: The three prong approach Rob uses with budgeting
  • ​The 5 most important lessons you should teach your children about money
  • ​What one step Rob thinks you should take if you’re just starting out in getting your finances under control

If you want to further connect with Lauryn Williams at Worth Winning, follow us on social media:

Instagram: @worthwinning
Facebook: @worthwinningfp
LinkedIn: @lauryn-williams


Lauryn Williams

Hi, I'm Lauryn

Certified Financial Planner

Welcome to the Worth Listening podcast and blog where we focus on having positive and productive conversations about money.

Interested in being a guest on our show? Email us today at podcast@worth-winning.com. We'd love to hear from you!

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