Sharing your finances will be one of the more personal and important pieces of your life that you need to coordinate with another person. This is a broad topic, and can range from sharing 50/50 or keeping everything separate – the only wrong way to manage this part of your life is in a way that doesn’t work for you and your spouse. Dax and Lindsay describe some of the ways that they manage their own household finances verses how perhaps their parents or peers may tackle this matter.

Most of us are not aware that we have a money mindset or how it influences our actions. What are money scripts and what do they mean for your relationship with money?

For the first time in many young adults’ lifetimes, inflation is the talk of the news. What does rising inflation or decreasing inflation mean for you and what do you need to know to understand what is going on. Learn more in this week’s episode of The Low Down.

Typically, the first rule for financial planning is to set aside an emergency reserve. In this week’s episode, we cover why you need one, how it’s different from your typical spending and savings goals, and how you can grow the fund over time.

Planning around goals, such as how much you’d like to have saved by retirement is important, but what are the steps to get there and what other goals you should be planning for along the way? In this episode of The Low Down, we discuss goals-based planning for your future. 

Lindsay Brock and Dax Dixson are wealth advisors with North Carolina-based Stearns Financial Group and co-hosts of The Low Down. Learn more about their lives and families, and their financial experience.

Welcome to The Low Down podcast! Our co-hosts, Lindsay Brock and Dax Dixson, highlight what to expect from this informative series, which covers different financial literacy topics such as goals-based planning, cash management, budgeting, building financial security, inflation and more.