How to Talk About Finances With Your Partner (Ep. 20)

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!


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