184: Couples & Money: Planning for Wealth

Welcome to episode 184 of Profit Boss® Radio! If there’s one thing that hasn’t changed over the years, it’s how so many couples struggle with their finances, which is why I’m sharing this gem from the Profit Boss® Radio archives with you today.  

If you’re not familiar with the Couples and Money mini-series that I hosted way back when, it covers all the highlights in one convenient place. I’ll take you through my best financial planning advice about how couples can get on the right path.

In today’s world, with all our temptations for spending money, it’s almost too easy to get off track. Once that happens, there’s only one way to get back on track, and it all starts with taking that first step.

This episode has three vital parts: high-level strategic advice, my 13 Steps for Financial Planning for Couples, and finally, the money mistakes you need to avoid. If you’re ready to achieve financial harmony with your significant other, just hit play and let’s get started.

Here’s what you’ll find out in this week’s episode of Profit Boss® Radio:

• Guiding principles to follow to empower you in achieving financial success with your partner.
• The importance of scheduling Money Dates or Money Meetings so that both partners are in the know.
• A helpful overview of what you should be prioritizing with your partner about finances.
• A practical step-by-step guide for financial planning for couples including what you need to know before you seek advice and how to find the financial planner that will help you to achieve your goals.
• The top money mistakes couples make and how to avoid them.

Show Notes

To get access to the full show notes, including all the resources mentioned, visit https://hilaryhendershott.com/couples-and-money-planning-for-wealth

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.