Relationships – Planning for the Certainty of Uncertainty

Combining Finances With Your Spouse (Ep. 21)

By thecertaintyofuncertainty | March 30, 2023

In a marriage, both partners bring their individual assets and liabilities to the table.

So the question that every couple should ask each other is: How to combine our finances together?

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to avoid the most common mistakes that couples make when combining their finances with their partner.

Jon discusses:

How your planning might change if it’s not your first marriage
His thoughts on prenuptial agreements and separation of finances
The importance of regularly updating your beneficiaries in life insurance policies
Why both partners should focus on building credit in the long run
And more!

Resources:

Connect with Jonathan Kuttin:

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

By thecertaintyofuncertainty | March 2, 2023

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:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More