Wealth Minded MD

Managing Money with Your Partner


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Discussing money in relationships can seem crass, but it doesn't have to be. In this episode, we explore how to build financial harmony with your partner. Dive into essential strategies on starting financial conversations, defining contributions, seeking fairness and equity in money decisions, and different approaches to dividing money with your partner. Tune in for insightful conversations on building wealth, financial confidence, and the importance of transparent money discussions. Enhance your partnership and make money matters a breeze!

 

[00:02:41] Lisha prepares for her cousin's graduation, while Brittne balances emotions and medical insights amid family health challenges

[00:13:16] Significance of money conversations in relationship

[00:18:39] How to initiate financial conversations

[00:22:21] Navigating transparency and values in financial management

[00:28:28] Different approaches to managing finances with a partner

[00:36:17] Addressing Income Discrepancies in Relationships

[00:41:14] Money dates: Reviewing financial goals and adjusting plans

[00:45:23] Lisha’s unexpected car expenses and Brittne’s solo 401k investment oversight

[00:53:20] Brittne treats herself to a facial while Lisha tries out espresso pods

 

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🎉This episode is sponsored by PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing [email protected].

 

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

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Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us. Wishing you a fantastic week ahead and happy wealth building!

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Wealth Minded MDBy Drs. Lisha Taylor and Brittne Halford

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