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In this episode of Financial Clarity for Doctors, Corey and Rachelle tackle planning for couples. Whether you are working on moving in with someone, getting married, or separating after a long-term relationship, you will have some big financial decisions. Open communication can be key, but what should you even be talking about?
Financial topics that affect couples include:
Just like with almost every relationship issue, talking openly about your current financial situation and your goals can be key to making sure there are not misunderstandings with your partner when it comes to money. Many decisions about how to manage specifics are personal preference, but it’s great to get on the same page if possible. To hear more, listen to the full episode.
For more financial planning tips from Corey and Rachelle, find them on social media!
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
By Finity Group5
2222 ratings
In this episode of Financial Clarity for Doctors, Corey and Rachelle tackle planning for couples. Whether you are working on moving in with someone, getting married, or separating after a long-term relationship, you will have some big financial decisions. Open communication can be key, but what should you even be talking about?
Financial topics that affect couples include:
Just like with almost every relationship issue, talking openly about your current financial situation and your goals can be key to making sure there are not misunderstandings with your partner when it comes to money. Many decisions about how to manage specifics are personal preference, but it’s great to get on the same page if possible. To hear more, listen to the full episode.
For more financial planning tips from Corey and Rachelle, find them on social media!
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

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