Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this episode of Agents Influence podcast, host Jason Cass interviews Erik Garcia, CFP®, President of Garcia Financial Group and Owner of Garcia Insurance Services and Dr. Matt Morris, LPC, LMFT, Family Therapist at Matt Morris & Associates, and co-hosts of the podcast, Building Us. Erik and Matt share their knowledge and expertise on money and relationships and how their podcast, Building Us, is tackling these topics in a unique way. 

Episode Highlights:

Jason introduces Erik Garcia and Dr. Matt Morris. (1:10)

Matt shares that he’s a Family and Couples’ Therapist, and a Professional Counselor, as well. (2:42)

Erik shares that he’s a Financial Advisor and a Certified Financial Planner. (2:50)

Matt shares that their podcast, Building Us, is all about love and money. They discuss anything that touches relationships. (6:09)

Erik shares that he was thinking about his idea of data and stats in the relationship world, as it relates to money in couples. (12:33)

Matt shares that they wanted to talk a little more about some of the research studies that deal with relationships and money. (15:05)

Why are we all griping about money? (16:09)

Matt shares that money is a decision that has to be made, a decision that includes values, priorities, planning, and all of that come with emotions and opinions, which results in conflicts. (16:38)

Erik talks about the idea of income disparity. (22:35)

Matt mentions that research shows that when the wife or the female partner in the relationship earns more money than the husband, divorce is more likely. (27:28)

Matt thinks that people get divorced for several reasons, but certainly finances and fighting about financial conflict as part of it. (37:42)

Erik shares that strong budgeting skills are what people find desirable and only a few people can budget consistently and regularly. (39:37)

Matt explains financial infidelity. (47:26)

Erik mentions that they originally started doing Building Us podcast work in the premarital space. (51:04)

Erik shares that you shouldn’t run from conflict, lean into it because on the other side, you’ll be much stronger. (54:37)

Key Quotes:

“If a couple is on the same page financially, then they feel more satisfied in their deliberations about money. If they feel more connected financially, there’s a higher correlation, a higher likelihood that they’ll also have a very satisfying sexual life.” – Matt Morris (34:32)

“Money’s like fuel to the fire, and that can exasperate, inflame, any other type of argument that you have.” – Erik Garcia (38:15)

Resources Mentioned:

Reach out to Jason Cass

Erik Garcia, CFP®

Dr. Matt Morris, LPC, LMFT

Garcia Financial Group

Matt Morris & Associates


Hanover Insurance Group

LightSpeed Voice