In this episode, we'll be discussing how to have a productive and positive conversation about finances with your partner. We'll cover tips on planning the conversation in advance, starting with a shared vision, listening to each other's ideas, and reaching an agreement that works for both of you. We'll also talk about maintaining independence and privacy through separate spending funds and setting up regular check-ins to prevent future conflicts.
If you're interested in a one-on-one with David, visit westreet.org/wealth-management