How to Plan Together When You Keep Finances Separate Titelbild

How to Plan Together When You Keep Finances Separate

How to Plan Together When You Keep Finances Separate

Jetzt kostenlos hören, ohne Abo

Details anzeigen

Nur 0,99 € pro Monat für die ersten 3 Monate

Danach 9.95 € pro Monat. Bedingungen gelten.

Über diesen Titel

📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/

📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html

More couples are entering marriage later in life with established careers, children from previous relationships, and financial lives they prefer to keep separate. Ryan breaks down how couples can still build a unified retirement plan without combining accounts. If you’ve ever wondered how to “team up” financially while keeping your money separate, this conversation gives you a blueprint.

Here’s what we discuss in this episode:

💍 Later-Life Remarriage: unique challenges couples face when they maintain separate assets

📖 Ground Rules & Transparency: sharing enough financial info to build a real plan

📜 Estate Planning Essentials: wills, trusts, prenups, and protecting blended families

🧭 Advisor as Mediator: how a planner provides objectivity and reduces emotional friction

Visit us online: https://blackoakam.com/

Phone: (470) 508-0508

Get in touch with the Black Oak team: https://blackoakam.com/contact-us/

Schedule a call with Ryan: https://speakwithryan.com/

Get your tax-free retirement toolkit: https://bit.ly/3PMjKqc

Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI

Noch keine Rezensionen vorhanden