Making Wealth Management Decisions as a Couple

05/07/2023 22 min Episodio 34
Making Wealth Management Decisions as a Couple

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Episode Synopsis

Here’s a question: How well do you and your spouse, or partner, work together when figuring out issues around saving, spending and investing? The answer could have a big impact on your future as individuals and as a couple. On the latest episode of Your Money & A Cup of Joe, we’re taking a closer look at how you can build a better financial partnership to go along with your marital one.Timecodes:0:06 - Introduction and overview on the topic of the day1:30 - Most couples don't make financial decisions together4:19 - The benefits of working together when making financial decisions8:38 - Advice for couples already working together to manage their money11:34 - How couples can use compromises to have better financial outcomes14:02 - Challenges that arise when couples have differing opinions about their money17:12 - You want to be on the same page when it comes to your investment strategy19:20 - How to get in touch with Joe and his team20:10 - Closing remarksConnect with Joe Calao:WebsiteLinkedIn