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Best of Talking Money: Financial Intimacy

Show aired on July 3rd, 2021

Highlights from show aired February 27, 2021

John Dodd, a Senior Private Wealth Advisor in Ronald Blue Trust’s Nashville, TN office, joins Mike to discuss how someone’s philosophy of money affects their day to day financial decisions.

They discuss some ideas such as:

    1. Money has gravity: the more you have, the more force it exerts on you.
    2. Money has power: it promises what it can’t deliver.
    3. Money makes us more of who we are: it reveals our hearts.

They also discuss this Financial Intimacy Assessment: a document that Ronald Blue Trust advisors use as they help counsel couples through some of their financial questions and issues. This document covers areas such as:

  • Describe how your parents handled money and what impact that had on you.
  • What is a financial value you want to and don’t want to emulate?
  • What are the primary money messages your children are learning from you and your spouse?
  • If you had an extra $50,000 this year, what would you do with it?
  • If you had one money “do-over” in life, what would it be?

Have a question or comment? Send us a note.





    Though Mike Miller is an employee of Ronald Blue Trust, Talking Money® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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