Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin

Combining Finances With Your Spouse (Ep. 21)

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In a marriage, both partners bring their individual assets and liabilities to the table.

So the question that every couple should ask each other is: How to combine our finances together?

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to avoid the most common mistakes that couples make when combining their finances with their partner.

Jon discusses:

  • How your planning might change if it’s not your first marriage
  • His thoughts on prenuptial agreements and separation of finances
  • The importance of regularly updating your beneficiaries in life insurance policies
  • Why both partners should focus on building credit in the long run
  • And more!

    • Resources:

    • How to Talk About Finances With Your Aging Parents (Ep. 16)
    • How Living Longer Affects Your Portfolio (Ep. 17)
    • How to Talk About Finances With Your Partner (Ep. 20)

      • Connect with Jonathan Kuttin:

      • [email protected]
      • [email protected]
      • [email protected] 
      • (631) 770-0335
      • Toll-free: 800-445-4595
      • Kuttin Wealth Management
      • LinkedIn: Jonathan Kuttin
      • Facebook: Kuttin Wealth Management
        • ...more
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        Planning for the Certainty of Uncertainty Podcast with Jonathan KuttinBy Jonathan Kuttin