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The Personal Finance Podcast

How Do I Set-Up My Finances As A New Couple?! - Money Q&A

Jun 3, 2024
The podcast discusses setting up finances as a newlywed couple, optimizing Roth IRA investments, and the need for an LLC with rental properties. It also covers financial considerations for engaged couples, including merging finances, setting goals, and discussing financial matters openly for success.
31:38

Podcast summary created with Snipd AI

Quick takeaways

  • Clear communication and goal setting are crucial for newlyweds merging finances.
  • Transfer Roth IRA to lower-cost index funds for smoother transition and long-term savings.

Deep dives

Investing in Real Estate through Fundrise

Investing in real estate can be made easy with Fundrise's flagship fund, where demand is dropping, and prices are falling, prompting a buying spree to expand its billion-dollar real estate portfolio. The Fundrise flagship fund allows for quick portfolio addition with investments starting as low as $10. Careful consideration of investment objectives, risks, and expenses is advised, with information available at fundrise.com.

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