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MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor

White Coat Investor Podcast

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How to Get Your Spouse to Buy in to Your Financial Plan

I probably wish I would have involved her earlier on in the process. She was obviously aware of what I was doing, but actually showing her the plan and some of the things I put in there came at the very end. You know, I'm more of a problem gravitate more towards a saver and maybe she's a little bit more of a spender. And I think we're able to find the balance between the two.

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