Money Questions Every Couple Needs To Discuss | The Airline Advisor

On this episode:

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or are just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance?

In today’s episode, we’re looking at the questions every couple should ask about finances and retirement. We’ll explore how to navigate tough conversations, find common ground, and create a plan that works for both of you. From budgeting and saving to handling financial curveballs, we’ve got tips to keep your love- and your finances- on solid ground.

Follow the podcast on your favorite app or platform:

Here’s some of what we discuss in this episode:

0:00 – Intro

1:25 – Keeping financial peace between couples

3:57 – Balancing family support without compromising retirement

6:53 – Do separate finances complicate things?

8:41 – The importance of communication

10:39 – Starting the estate planning conversation

Resources:

Schedule A Call with Scott

Scott’s Book, A Pilot’s Guide To Maximizing Wealth & Cashflow In Retirement

Related Episodes:

MicNew

WATCH OUR PODCAST

vert wht 1

The Airline Advisor

Phone: (419) 314-4139
Email: [email protected]
Address: 1700 Woodlands Dr, Maumee, OH 43537

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

BUSINESS CONTINUITY PLAN

©2024. All rights reserved.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

POLICIES & PROCEDURES

©2024. All rights reserved.