Tag: Relationships

Combining Finances With Your Spouse (Ep. 21)

Combining Finances With Your Spouse (Ep. 21)

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:

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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!

Resources:

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