How to Talk About Finances With Your Partner (Ep. 20)
You and your partner might have varying beliefs about how to best manage your finances.
One might be a saver, while the other is a spender. Both of you might also have a different picture of what the perfect retirement looks like.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to have honest money conversations with your partner to protect your relationship from financial distress.
Jon discusses:
- The importance of transparency in financial conversations
- How money secrets can develop serious trust issues in relationships
- The “cookie jar” approach to effectively come to a compromise during disagreements
- Reasons financial professionals serve as an impartial third-party mediator
- And more!
Resources:
Connect with Jonathan Kuttin:
- jonathan.s.kuttin@ampf.com
- joseph.greco@ampf.com
- kuttinwealthmanagement@ampf.com
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
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