Rich Girl Roundtable: Money, Marriage, & Risks of Combined (and Separate) Finances (with a CFP!)

The Money with Katie Show

Money with Katie

Investing, How To, Self-improvement, Business, Education

4.8 • 1.3K Ratings

🗓️ 9 October 2023

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Should you combine all your finances upon marriage? Is there a case for keeping them apart? We brought in the expert, CFP and Certified Financial Therapist Bill Nelson (https://pacesetterplanning.com/), to share what he most commonly sees and why you might be better off combining. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/rich-girl-roundup-money-marriage-risks-of-combined-finances-and-separate. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Rich Girl Roundup!
0:04.3	We love it!
0:07.3	Welcome back Rich Girls and boys to the Rich Girl Roundup weekly discussion of the Money
0:12.0	with Katie Show.
0:13.0	I'm your host, Katie Gatti Tossan, and as always, every Monday morning, Hanna and I are
0:17.4	going to dig into an interesting money discussion.
0:20.3	But before we do that, here is a quick message from our sponsors.
0:30.8	Alright, so before we get into the conversation, this week's upcoming main episode is about
0:35.9	oh boy, Gerger Loinds, the resurgence of sugar baby culture, and the romanticization
0:43.1	of marrying a rich man.
0:46.0	So it's going to be a spicy one to say the least.
0:48.7	Alright, on to this week's Roundup, Hanna, how we doing today?
0:52.8	I'm good, Katie.
0:53.8	We're excited because we have our first ever guest at a Rich Girl Roundtable, I think
0:58.6	we'll rename it this week.
1:01.2	Yes.
1:02.2	Rich Girl Roundtable, I love it.
1:05.4	Thank you.
1:06.4	I feel like we're in nighted times.
1:08.5	So this week's question came from feedback we've gotten in the past actually about conversations
1:12.9	about combining or not combining finances.
1:15.8	It's one of the most personal money topic I think that we've heard about because it
	...

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