Wisdom and Wealth

Making Wealth Management Decisions as a Couple


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Here’s a question: How well do you and your spouse, or partner, work together when figuring out issues around saving, spending and investing? The answer could have a big impact on your future as individuals and as a couple.

On the latest episode of Wisdom and Wealth, we’re taking a closer look at how you can build a better financial partnership to go along with your marital one and navigate some more challenging conversations along the way!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:25 - Roughly 75% of marriages have one person that is more financially savvy and they take control of finances

4:17 - Having open financial discussions can help build a stronger marriage

5:45 - The advantages of discussing your finances openly with your spouse

7:47 - Steps for being more effective in your financial planning as a couple

10:07 - Every relationship has compromises

12:37 - What if you and your spouse have different wealth personalities?

15:18 - How a wealth manager can be a mediator between a couple's financial discussions

17:20 - How to get in touch with Frank's team and open up a dialogue

18:27 - Closing remarks


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Wisdom and WealthBy Frank Astorino