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: