In this chapter, an anonymous caller seeks advice on merging financial lives with a non-US citizen they plan to marry. The hosts discuss the importance of having separate and joint accounts, effective communication, and regular money meetings to maintain financial health and prevent conflicts. They also touch on topics such as lending money to family members and the significance of prenuptial agreements in customizing the terms of a marriage.
#477: Kayla is torn between paying off a loan early or catching up on missed retirement contributions.
Josh wants to retire early and meets the threshold for zero capital gains taxes. Should he put all his retirement savings into a brokerage account?
An anonymous caller wants to know how to merge financial lives with her husband from another country.
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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