Today's guest is Joe Okaly. Joe is a Certified Financial Planner.

Joe lives in NJ with his wife, Lauren, and two children. Joe runs a wealth management firm. His passion is helping young families. Early on, he realized most young families don't have access to financial education or professional help. His goal is to help fill that educational void, remove anxiety, and allow them to focus on making life most enjoyable with their family.

I invited Joe to come on today's show to discuss finances, financial planning, and engaged couples. What are the questions that couples should be asking in the engagement phase? What are some things couples can do before they get married that will benefit them after they get married? What are the biggest mistakes couples make in their first year of marriage? In their first five years of marriage? What would you do with a large wedding windfall or gift from parents/ family? Things like joint or separate finances for young married couples.

The easiest way to connect with Joe is through his websites, which are:

http://www.enjoymore30s.com

http://www.nhwmllc.com

LinkedIn Profile

New Horizons Facebook Page

Joe Okaly's Facebook Page

Joe Okaly on Twitter

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