Empowered Exit Podcast: Retire Boldly. Live Fully. Leave a Legacy

Episode 12- Holistic Financial Planning for Couples


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In this episode of the Empowered Exit podcast, host Rita Oliver discusses the importance of financial planning in relationships with guests Johnny and Theresa Bartelle. They explore how couples can work together to create a unified financial blueprint, the challenges they face, and the significance of communication and transparency in financial matters. The conversation emphasizes the need for pre-marital counseling, understanding each other's financial backgrounds, and the dangers of marrying potential without a solid foundation. Listeners are encouraged to take proactive steps in their financial planning to build a secure future together.

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Empowered Exit Podcast: Retire Boldly. Live Fully. Leave a LegacyBy Rita Oliver, The Money Strategist