Not Your Average Financial Podcast™

Episode 389: Why Your Spouse Absolutely Needs To Be Here

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In this episode, we ask:

  • What’s the history?
  • What’s the opportunity?
  • What am I talking about?
  • What are the implications of your financial plan when you try to go it alone?
  • What about economies of scale?
  • What about the tax advantages of joint filing?
  • What are the other benefits?
  • What about net worth?
  • What did the Federal Reserve survey of consumer finances say?
  • What happens in divorce?
  • What patterns has Mark observed?
  • How about a case study?
  • What is the best gift?
  • What does the relationship help you become?
  • What offers guaranteed growth and protection?
  • What about funding life’s milestones?
  • What about legacy building for future generations?
  • What about tax advantages?
  • Who wants to send a valentine to the I.R.S.?
  • What about dreams and goals?
  • What about gifts?
  • What does everyone want this year?

    • ...more
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    Not Your Average Financial Podcast™By Not Your Average Financial Podcast™
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