How To Bulletproof Your Marriage Financially

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 10 May 2019

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

One of the biggest decisions you will make in your life is marriage! As you know, here at the Money Guy show, marriage and finance has always been a very important topic. Money creates a unique dynamic within any marriage, and how you manage it can strengthen or undermine this significant relationship. The inspiration for today's episode actually comes from a personal situation. I was on a trip with some of my old Georgia neighbors when my wife called me in a panic. She shared that she had a vivid dream that I had passed away. She realized that even though she is listed on all of our accounts, she did not know how to access them and began to wonder what would happen if I was no longer here. Are you and your better half set up for financial success as a couple? Find out how you can make your personal finances an opportunity to grow together rather than allow it to drive a wedge and become a source of stress and marital discord. Tune in to this week’s episode as we discuss, “How To Bulletproof Your Marriage Financially.” For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/money-and-marriage/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	One of the biggest decisions you make is marriage.
0:02.6	The old ball and chain.
0:04.4	Tune in today and we're gonna walk you through all the things you need,
0:07.0	make sure you do to make sure it's fruitful and successful
0:10.4	from all angles including your finances.
0:12.8	It's Brian Preston, the money guy.
0:15.8	Restoring order to your financial chaos, retirement, investing, taxes.
0:21.5	You've got financial questions, he's got financial answers.
0:25.1	It's Brian Preston, the money guy.
0:28.5	I love this because you know this, right?
0:31.1	So we are so fortunate we get to do financial planning and investment management.
0:36.1	We get to help people make good decisions with money.
0:38.0	And one of the very first things that we do when spouse has come to us
0:44.0	is we try to do a risk assessment on each of their risk personalities and
0:47.5	profiles because what we're ultimately trying to drill into
0:50.2	or how the spouse one and spouse two look at finances differently.
0:55.9	How they think about money differently.
0:58.0	And the reason that is the very first thing that we do is because it's pretty
1:02.6	important and it has a huge impact on long term financial success, right?
1:06.6	For sure and that's what I wanted because it's one of our favorite things with
1:10.3	this job is that I do love to see the interaction between spouses.
1:14.6	It is just so much fun to see the different, you know, assertive personality.
	...

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