Conversations with a CFP, Vol. 25-  Getting on the Same Page as Your Partner Financially - podcast episode cover

Conversations with a CFP, Vol. 25- Getting on the Same Page as Your Partner Financially

Aug 10, 202018 min
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Episode description

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Tips for sharing and discussing finances with your significant other. We discuss: 

  • Commingling money
  • Getting in alignment and finding common ground
  • Understand your and your partner’s money identity
  • Share what’s important to you, don’t expect your partner to read your mind
  • Tips on having money conversations
  • Creating annual, semi-annual, and quarterly goals

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