The Dentist Money Show | Financial Planning & Wealth Management cover image

The Dentist Money Show | Financial Planning & Wealth Management

#602: Love & Money: Building Financial Compatibility Together

Jan 15, 2025
45:28

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing finances as a couple. Highlighting the power of education, effective communication, and open dialogue, they offer insights into how couples can successfully navigate challenging financial discussions. Tune in to hear personal stories and actionable strategies that can help you achieve financial harmony and deeper engagement with your partner.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

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