Equity Mates Investing Podcast Ask An Adviser: The Biggest Financial Decision You'll Make - Glen Hare
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Jul 14, 2025 In this episode, financial advisor and cofounder of Fox & Hare, Glen Hare, dives into the intersection of money and relationships. He shares insights on merging accounts, optimizing tax strategies for couples, and recognizing financial red flags. Glen emphasizes open communication as key to navigating financial conversations and how differing incomes can affect dynamics. Real-life examples illustrate both successful and challenging financial journeys, making this a must-listen for couples aiming to build a solid financial future together.
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Practical Goal Setting Strategy
- Start financial discussions with short-term goals to avoid overwhelm.
- Anchor medium goals to an age milestone and keep long-term goals broad.
Align Risk With Goals
- Match risk tolerance to specific goals, not just general profiles.
- Educate conservative partners on higher risk for higher growth goals.
Honest Goal Feasibility Talks
- Be transparent about goal achievability and necessary trade-offs.
- Quantify impact of spending choices on goals for meaningful discussions.