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 strain: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Nathan work to resolve conflicts in these areas as they arise.
Here’s what we’ll discuss on today’s show:
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Questions You Should Be Asking Part 02
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Retirement: It Ain't What It Used To Be
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Stock Market Update: Holiday Hijinx
Common Money Mistakes
Financial Stocking Stuffers
Client Personalities
Moving The Goalposts
Retirement: It Ain't What It Used To Be
End Of Year To-Do List
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