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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Manage episode 373596214 series 2991025
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Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Donna work to resolve conflicts in these areas as they arise.
Here’s some of what we’ll discuss in this episode:
- Agreeing on the right amount to have in an emergency fund. (3:06)
- Being on the same page about charitable contributions. (7:02)
- Deciding what to do with an inheritance. (10:25)
- Having protection planning conversations about insurance and long-term care. (13:49)
- How do you want to handle financial management in retirement? (16:36)
Get additional financial information: https://sephtonfinancial.com/podcasts/
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