002: New Marriage, New Baby, New Business - All At Once with Elizabeth Loss

Wealth Unplugged

“I also know that you're working really hard because you want to take care of your family and you're building this business that you love. So those things all make it fine. But it's just an adjustment. And, communication between you and I, throughout the whole thing has been key.”

My wife, Elizabeth, and I open up about the rollercoaster of emotions and challenges we've faced over the past two years—from meeting through a dating app, to the leap of faith in starting my business, Flow Financial, to the arrival of our daughter, Ellis.

Listen in as we look into the complexities of juggling a new business with a growing family. We talk about how downsizing our income and lifestyle not only tested but ultimately strengthened our bond and found that dialing back on excess, like our second car, bought us more time to do what we believed mattered most.

Wrapping up, we look back at the challenges I faced in marketing Flow Financial and how Elizabeth bridged that huge gap in my skill set and took the company to heights I never expected it to reach in such a short time!

Key Topics:

• Elizabeth’s Take on the Journey of Flow Financial (04:15)
• Compromises in the Day-To-Day and Scaling Lifestyle (9:12)
• Combining Incomes (15:16)
• Toughest Challenges so Far (20:21)
• Deciding How Much to Outsource (24:00)
• Why Making Decisions as a Team is so Important (27:12)
• Our Closing Thoughts (30:18)

This podcast is brought to you by Joey Loss, CFP®, and Flow Financial, his financial planning firm for families and business owners, with specialties in business planning and equity compensation planning.
You can find show notes and transcripts of the conversations here: Flow Financial - Wealth Unplugged
Follow Joey & Flow on Social Media:

• Newsletter (Receive the Monthly Money Roadmap Each Month, written by Joey)
• Linkedin
• Instagram
• Twitter (X)

Please review the podcast disclaimer here