))
Through the Pines Ep. 21 - LOVE and MONEY, How to Structure Finances as a Couple
Manage episode 407299206 series 3561660
Contenu fourni par R. Brandon Long and Through The Pines. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par R. Brandon Long and Through The Pines ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Through the Pines Financial Planning #podcast
Did you find value from this podcast, please consider supporting us here: https://www.buymeacoffee.com/banyanmedia
Special thanks to our financial wizards this week from planwithbaxter.com Rex Baxter, Brandyn Smith, and Dan Nelsen. Any questions, reach out here: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Follow us on Instagram: https://www.instagram.com/pines_podcast/ LIKE our new Facebook Page: https://www.facebook.com/pinespodcast
Through the Pines - LOVE and MONEY: how to structure finances as a couple
Topics:
Debt Current Debt Feelings on Debt When you get a new job, what does Gross Income versus Net Income look like? Recreational Spending How much? How often? Beneficiaries on each other’s accounts? We usually recommend waiting until after marriage unless it’s a long-term serious relationship with kids or other financial dependent factors. Feelings on how kids and careers will work together. Once Married Joint accounts versus Separate Accounts, how do you decide? Splitting bills with different incomes. Joint Goals versus Individual Financial Goals
(S’more Numbers) - Dynamics of Spenders Versus Savers
Challenges and Strengths of: 2 Savers 2 Spenders 1 Saver and 1 Spender How do you get on the same page? Communicate and Set Goals/ spending boundaries. How do the financial dynamics change when people are on 2nd or 3rd marriages? Often times more separate accounts?\ How are bills split? Prenuptial Agreements What happens when a surviving spouse marries a much younger spouse late in retirement? How do people handle inheritances? (both biological parents have passed, but assets remain with 2nd surviving spouse unless trust work is involved
Contact Info: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams
Bumper Music: Branson Anderson on Van Sessions as produced by The Banyan Collective - https://www.thebanyancollective.com/vansessions/2020/6/27/van-sessions-at-the-monarch-branson-anderson
64 episodes
Partager
