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299. Financial Conversations Every Couple Should Have Before Saying 'I Do'
Manage episode 502343648 series 3322284
In this episode of A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA® and Financial Advisor Michaela Dowdy dive into the essential financial conversations couples should have before saying “I do.” From discussing mindsets and money habits to navigating joint goals and future planning, they offer guidance on how to build a healthy financial foundation for marriage.
Related Podcast Episodes:
- Ep 233: How Second Marriages and Blended Families Impact Estate Planning
- Ep 230: What Can and Can't be Included in a Prenup
- Ep 183: How to Avoid Financial Conflict in Marriage
Related YouTube Videos:
- The Financial Pros and Cons of Marriage
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Financial Conversations Before Marriage (00:00:00)
2. Setting The Foundation For Money Talks (00:09:36)
3. Understanding Financial Mindsets And Backgrounds (00:15:40)
4. Aligning On Goals For Children And Education (00:27:14)
5. Creating A Joint Budget And Investment Styles (00:35:17)
6. Planning For Emergencies And Setting Expectations (00:42:17)
299 episodes
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