Marriage brings plenty of new beginnings, and finances are no exception.

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Lindsey Stetson, CFP®, wealth advisor in our Charlotte office, to discuss how couples can approach money matters early in their marriage. Drawing on years of advising families, Lindsey outlines practical steps for building a solid financial base together, touching on essentials such as:

• Why estate documents like wills and powers of attorney should be in place
• How to review and update beneficiaries on retirement accounts and insurance policies
• Combining (or not) bank accounts and subscription services
• The role of communication in avoiding financial surprises
• Setting investment priorities for short- and long-term goals

Lindsey also shares personal context, from meeting her husband in a college math class to working with younger families today, showing how experience and planning help strengthen financial decision-making.

For more on this, see Lindsey's earlier piece Financial Considerations for Newlyweds.

Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.