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Listen "60. Making a Financial Plan with Your Spouse"
Episode Synopsis
This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Shareholder, Joe Donovan. In this episode, you will learn about making a financial plan with your spouse! The conversation helps answer the following questions:
Why is it important to create a financial plan with your spouse?
How do you get started?
What should you include in this plan
Should anyone else be involved in this process? Financial advisor? Tax consultant?
Any resources to help couples get started?
Resources:
Financial Access Checklist for Spouses
Why is it important to create a financial plan with your spouse?
How do you get started?
What should you include in this plan
Should anyone else be involved in this process? Financial advisor? Tax consultant?
Any resources to help couples get started?
Resources:
Financial Access Checklist for Spouses
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