60. Making a Financial Plan with Your Spouse

This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Shareholder, Joe Donovan. In this episode, you will learn about making a financial plan with your spouse! The conversation helps answer the following questions:

• Why is it important to create a financial plan with your spouse?
• How do you get started?
• What should you include in this plan
• Should anyone else be involved in this process? Financial advisor? Tax consultant?
• Any resources to help couples get started?

Resources:

• Financial Access Checklist for Spouses