Financial Planning for Neurodivergent Minds

Welcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team.

I’m Brian Page, founder of Modern Husbands. Sometimes our listeners want more support than a podcast can give, individual or couple support, which I now provide. Details can be found at modernhusbands.com or you can email me at brian@modernhusbands.com.

For today’s podcast we welcome Otto Rivera, a Certified Financial Planner® and an Enrolled Agent with the IRS who was diagnosed with ADHD in his 40s. Otto is a member of the Financial Planning Association and is the host of their national Neurodivergent Planners Knowledge Circle in which neurodivergent financial planners and other advisors share insights and education about neurodiversity.

Today’s episode is focused on how neurodivergent couples can manage their finances. Enjoy the show!

Listener Notes

00:00 Introduction
01:16 Can you explain what it means to be neurodivergent?
03:08 Can you share with our audience why you became passionate about helping neurodivergent folks with money management and financial planning?
05:02 Could you explain how neurodivergence can affect an individual's ability to manage finances?
10:45 For a neurodivergent individual looking to start managing their finances, what initial steps would you recommend? 
14:10 What role can spouses play in assisting neurodivergent individuals with their financial planning?
17:01 Can you discuss any budgeting techniques that are particularly effective for those who are neurodivergent?
20:23 Why is it more effective to split your deposit?
25:27 What is one simple piece of actionable advice you want to leave our listeners with on the topic?

Subscribe or follow Modern Husbands on social media!

Newsletter
Facebook
YouTube
LinkedIn
Instagram
Twitter
TikTok
Substack

Chapters

• 0:00 Introduction
• 1:16 Can you explain what it means to be neurodivergent?
• 3:08 Can you share with our audience why you became passionate about helping neurodivergent folks with money management and financial planning?
• 5:02 Could you explain how neurodivergence can affect an individual's ability to manage finances?
• 10:45 For a neurodivergent individual looking to start managing their finances, what initial steps would you recommend?
• 14:10 What role can spouses play in assisting neurodivergent individuals with their financial planning?
• 17:01 Can you discuss any budgeting techniques that are particularly effective for those who are neurodivergent?
• 20:23 Why is it more effective to split your deposit?
• 25:27 What is one simple piece of actionable advice you want to leave our listeners with on the topic?