Making Margin

Pre-Marital Financial Planning - Part 2


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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:

  • Possible tax benefits of being married
  • Renting vs. buying a house

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Take away: Make sure the financial decisions that you make are what’s best for your specific situation. Don’t do something (like buy a house) just because you feel like “it’s time.”

Resources:

Greenway’s Spending Plan

Greenway’s Goal Setting Workbook

Marriage365

...more
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Making MarginBy Greenway Wealth Advisors

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