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EP 13: Couples + Money – Our Top Tips
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This week is Valentine’s Day, so Steve and Josh are taking the opportunity to talk about money and partnerships.
This episode covers:
[0.05] Disclaimer.
[2.10] Most challenging aspects for couples when it comes to money.
[7.00] How an adviser can help couples.
[8:30] What can couples who aren’t on the same page with money do?
[12.15] Different strategies to split money.
[15:25] Getting across what’s coming in and going out.
[17:40] What do you do when people get into a relationship with different levels of wealth?
[18:45] Asset protection for business owners.
Free budget spreadsheet: https://moneysmart.gov.au/budgeting/budget-planner
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
----
Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
View all episodes
By Link Wealth GroupSend us a text
This week is Valentine’s Day, so Steve and Josh are taking the opportunity to talk about money and partnerships.
This episode covers:
[0.05] Disclaimer.
[2.10] Most challenging aspects for couples when it comes to money.
[7.00] How an adviser can help couples.
[8:30] What can couples who aren’t on the same page with money do?
[12.15] Different strategies to split money.
[15:25] Getting across what’s coming in and going out.
[17:40] What do you do when people get into a relationship with different levels of wealth?
[18:45] Asset protection for business owners.
Free budget spreadsheet: https://moneysmart.gov.au/budgeting/budget-planner
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
----
Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.