Building a Shared Life Vision with Prudence Zhu

In Episode 74 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Prudence Zhu, CPA, CFP®, RLP®, about the emotional and cultural layers of building financial harmony in a partnership. Prudence shares insights from her personal journey as a first-generation immigrant and from her new book A Couple’s Guide to Money, offering practical ways couples can create shared financial goals while honoring their individual values.
"Compassionate financial planning is about using your resources to create a life you actually enjoy living." — Prudence Zhu

This week on Real Life Planning Podcast:
💡 How do immigrant and cross-cultural couples navigate different money styles? [00:02:10]
💡 What small steps help couples align their goals emotionally and financially? [00:07:00]
💡 Why is “values-driven financial planning” key for long-term success? [00:14:00]
💡What are practical strategies for managing different saving and spending mindsets in a relationship? [00:22:00]
💡How does financial therapy unlock better money behaviors? [00:27:00]

Takeaway Quotes:
“Suffering is a constant—but it is in our power to turn that into an opportunity for growth." — Prudence Zhu
"Your financial plan is your life expressed in numbers." — Cynthia Meyer
"Money doesn't solve relationship problems, but understanding each other financially can strengthen your connection." — Prudence Zhu

Connect with Prudence Zhu:
Website: www.ensofin.com
LinkedIn
Her new book: A Couple’s Guide to Money


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About the Real Life Planning Podcast
Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.

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