Lutz Talk Business

60. Making a Financial Plan with Your Spouse

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Shareholder, Joe Donovan. In this episode, you will learn about making a financial plan with your spouse! The conversation helps answer the following questions:

  • Why is it important to create a financial plan with your spouse?
  • How do you get started?
  • What should you include in this plan
  • Should anyone else be involved in this process? Financial advisor? Tax consultant?
  • Any resources to help couples get started?

    • Resources:

    • Financial Access Checklist for Spouses
    ...more
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