Tag: Marriage

Family Wealth Transfer with Paul Deloughery (Ep. 60)

Family Wealth Transfer with Paul Deloughery (Ep. 60)

On this episode of The Money is Emotional Podcast, host Christine Luken delves into the intricacies of family wealth transfer with  Paul Deloughery, an experienced estate planning and probate litigation attorney with over 25 years of experience.

Paul shares insights from his own journey, highlighting the importance of seeing your family as a championship team with strong communication, shared values, and a collective vision. Together, you can weather any financial storm and ensure lasting prosperity


Gain some insight as Paul shares:

  • Why effective communication and preparedness are crucial ingredients for successful wealth transfer.
  • The harsh lessons he learnt after receiving a surprising $14million inheritance.
  • The relationship between good and bad events in his life.
  • Why it is important to educate the next generation.
  • The secrets behind creating a sustainable family wealth that spans generations.
  • How ultra-wealthy families utilize family offices to maintain financial harmony.

 

Connect with Christine Luken: 

 

Connect with Paul Deloughery:
X: Paul Deloughery
Linkedin: Paul Deloughery
Website: Sudden Wealth Protection Law
Quiz: Will Your Heirs Blow Their Inheritance
Book: Lasting Wealth – A Revolutionary Method for Family Wealth Transfer™ on Amazon

 

About our guest:

Paul Deloughery, also known as Paul E. Deloughery, is an experienced estate planning and probate litigation attorney with over 25 years of experience. Based in Phoenix, Arizona, Paul is dedicated to helping families protect their wealth, maintain harmony, and create lasting legacies. As a Certified Family Wealth Advisor and author of Lasting Wealth – A Revolutionary Method of Family Wealth Transfer, Paul brings a unique, proactive approach to estate planning that prioritizes family governance, autonomy safeguards, and multi-generational wealth protection. He serves clients throughout Arizona and beyond.
 
After receiving his Bachelor of Arts and Bachelor of Science degrees from Indiana University-Bloomington, Paul went on to earn his Juris Doctor degree from the Iowa College of Law. He is licensed to practice law in Arizona and is a member of the State Bar of Arizona and WealthCounsel. He is a certified Family Wealth Advisor. He is also the author of Probate Made Simple.

 

The Wealthy Woman Within (Ep. 41)

The Wealthy Woman Within (Ep. 41)

Are you ready to discover the keys to becoming a wealthy woman?

In this episode, Financial Dignity® Coach, Christine Luken, shares the surprising keys women can use to unlock their financial power and take control of their money.  Through defining what true wealth means beyond just numbers, sharing personal journeys, exploring the power of emotions, and embracing discomfort, listeners will learn how to achieve financial confidence and empowerment.

Christine discusses: 

  • What “wealthy” means, and why women should aspire to it
  • Her journey to becoming a Wealthy Woman
  • How to use emotions as a superpower in financial decision-making and goal-setting
  • Building money confidence with competency and community
  • Why we need to step out of our comfort zone to achieve financial growth and stability
  • And more

If you’re interested in working with Christine 1:1, apply for Financial Dignity® Coaching here: https://www.christineluken.com/apply/ 

Resources:

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Men, Money, and Emotions With Kevin Bruce Scott (Ep. 37)

Men, Money, and Emotions With Kevin Bruce Scott (Ep. 37)

Are finances a thorny issue in your relationship?

Today on Money is Emotional, Financial Dignity® Coach, Christine Luken, alongside special guest Kevin Bruce Scott, dives deep into the often complex dynamic of men, money, and emotions. Kevin, a renowned Men’s Empowerment and Relationship Coach, sheds light on the internal battles men face around finances and how these struggles impact their relationships. Throughout their engaging conversation, they explore actionable strategies for better communication, understanding, and connection between partners when discussing money.

Kevin’s top takeaways: 

  • Understanding the pressure men feel to provide and the impact on their self-worth
  • Tactics for managing dynamics and emotions in relationships where women are the primary earners
  • Tips and strategies for open, honest, and effective financial discussions between partners
  • An insightful look into Kevin’s transformative program focused on empowering men to lead with integrity in all areas of life, including finances
  • And more!

Don’t miss the full conversation for a deeper understanding of how emotions and money interplay in relationships and discover practical tips for achieving financial harmony with your partner.

Resources:

Connect with Christine Luken: 

Connect with Kevin Bruce Scott:

About Our Guest: 

When Kevin Bruce Scott speaks, his messages connect people to their hearts as well as their minds. He has lived many different lives – as an artist, businessman, salesman, even a farmer! – and that helps him relate to all kinds of people. Kevin strives to give his dedicated clients a feeling of potential possibility in their lives, something one tends to forget they have hidden all along. He is a leader of leaders, a leader of men, and works hard to be an example for men of all walks of life. The motto for the Effortless Alpha brotherhood he created is “Honoring Individual Masculinity.” His life-transforming work with men in groups and one-on-one has sparked the Masculine Expansion, an effort to encourage men to lead themselves and their communities with power, honor, discipline, and respect.

Managing Money as a Couple (Ep. 32)

Managing Money as a Couple (Ep. 32)

Money can be a source of contention in a relationship, but it doesn’t have to be.

Today, Financial Dignity® Coach, Christine Luken, talks about the mindset shifts and practical actions you can take to manage money as a couple in a more harmonious way. She explores how to handle your cash with your better half without the drama and is all about how to play nice with your partner when it comes to your finances. Christine is a big fan of chatting it out, getting cozy with each other’s money histories, and penciling in some adorable “money dates” to discuss spending and financial plans. She shines a spotlight on the must-haves: being as clear as crystal, building a fortress of trust, and kicking financial secrets to the curb. Plus, she’s all about mixing it up with a sprinkle of yours, mine, and ours when it comes to bank accounts.

So, buckle up. It’s time to make managing money with your main squeeze a walk in the park.

Christine discusses: 

  • The importance of open communication when managing money as a couple
  • Understanding each partner’s unique money blueprint
  • Being financially transparent and addressing financial secrecy
  • Having a weekly “money date” as a couple
  • Why both partners should be involved in financial planning and decision-making
  • And more

Resources:

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