Making Margin

Pre-Marital Financial Planning - Part 1


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Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. 

Meet the voices behind Making Margin:

  • Nick
  • Allie  
  • Jeff
  • Drew

Special Guest: Blake Edwards

Today’s topic is all about premarital financial planning. Our special guest, Blake Edwards, is recently engaged and came to the table with questions that span from combining bank accounts to when to buy a house.


Discussion topics:

  • How to handle two inconsistent incomes?
  • How much cash and where should it be held?
  • Do you share debt or keep it separate?  

Take Away: Open communication before and during marriage is key. Discuss the past and the future. 

Resources:

Greenway’s Spending Plan

Greenway’s Goal Setting Workbook

Bankrate

MagnifyMoney

MaxMyInterest

...more
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Making MarginBy Greenway Wealth Advisors

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