241: Financial Planning and Your Relationship

Relationship Advice

Colter Bloxom

Relationships, Mental Health, Society & Culture, Health & Fitness

4.4 • 1.7K Ratings

🗓️ 11 March 2020

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Personal finances and insurance are not the most sexy topics when it comes to working on your relationship. However, these things can pull two people apart and even end relationships all together. Listen to today's show to learn how to get your financial and relational life in order with your partner. In this episode, we discuss relationship advice topics that include: Learn a recommended route to a more financially responsible partnership Where to start when talking about insurance and financial responsibilities with your partner How does a financial planner budget for his wedding? Contributing to investments for retirement And much more! Patrick Hanzel is a CERTIFIED FINANCIAL PLANNER™ on the advanced planning team at Policygenius. He has eight years of industry experience and previously worked as an advisor and associate at Northwestern Mutual. He has a degree in Business Administration from Nebraska Wesleyan University. Full show notes and episode links at: https://idopodcast.com/241 Sign up for our 14 Day Happy Couples Challenge here: 14 Day Happy Couples Challenge Join our 5 Day Couples Appreciation Challenge here: idopodcast.com/appreciation Do you want to hear more on this topic? Continue the conversation on our Facebook Group here: Love Tribe Sponsors BetterHelp: Get help on your own time and at your own pace. Get 10% off your first month by visiting BetterHelp.com/IDO. Zola: Zola makes wedding planning so much easier and less stressful with their wedding websites, registry, invites, and a guest list manager all in one place. Sign up at Zola.com/IDO today to get your FREE personalized paper sample. Then use code SAVE50 to get 50% off your save the dates. Spark My Relationship Course: For a limited time, get access to our bonus, Mastering Money Talk In Your Marriage! Visit SparkMyRelationship.com/Unlock for our special offer just for our I Do Podcast listeners! If you love this episode (and our podcast!), would you mind giving us a review in iTunes? It would mean the world to us and we promise it only takes a minute. Many thanks in advance! – Chase & Sarah Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	And Take me to the place in the middle of the sun. Hey Love Tribe. What's going on guys? Thanks for tuning in to today's show.
0:27.0	Hey Love Tribe.
0:29.0	What's going on guys?
0:31.0	Thanks for tuning in to listen to today's show. I hope you're having a
0:35.4	wonderful day wherever you're at and we are just soaking up the sunshine here
0:41.5	in Costa Rica. It actually it's the middle of the dry season and it
0:45.2	rained for two days yeah this is really bizarre I was asking everyone they're like
0:49.4	oh weird I don't remember the last time this happened.
0:52.9	When I say it's a dry season, like last season,
0:55.4	it did not rain from...
0:57.4	Four months.
0:58.0	Yeah, from December to like April, not one drop, so...
1:01.9	It was actually quite nice.
1:03.4	Yeah, it was a nice, nice change.
1:05.1	Beautiful sunsets and not to rub it in if you guys are freezing cold somewhere listening,
1:11.8	but hopefully hearing our voices will warm you up.
1:14.0	Yes, we're sending me warm vibes.
1:17.0	Sarah's voice warms me up.
1:20.0	Yeah, we got a great show for you guys today
1:22.0	where we welcome Patrick Hanzel and he is a certified financial planner on the advanced planning team at Policy Genius, where he has eight years of industry experience and previously worked as an
1:35.3	advisor and associate at Northwestern Mutual and we dive into a little bit of
1:42.3	everything wedding planning no mostly finances and Patrick is actually saving for a wedding so we put him on the spot and got his expert financial advisor advice based on his own experience.
	...

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