Episode 155: Love And Money: Financial Planning Considerations For Couples
Women's Money Wisdom02/14/23 • 27 min
Have you ever fought with your significant other about money? Achieving financial goals as a couple means having conversations and being transparent with each other. In this episode, Melissa Fradenburg, AIF®️, CDFA®️ and Jay Fradenburg, AIF®️ share their professional experience helping couples come together through financial planning as well as their own struggles around financial matters as a married couple.
Resources:
- Find out more about Pearl Planning.
- Learn more about their Financial Planning process.
- Connect with Jay Fradenburg, AIF®️
- Read Take Control of Your Finances in 2023: 10 Actionable Tips for a Secure and Prosperous New Year.
- Watch the Retirement Readiness Webinar.
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed tha
The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/
02/14/23 • 27 min
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/womens-money-wisdom-231271/episode-155-love-and-money-financial-planning-considerations-for-coupl-28196272"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to episode 155: love and money: financial planning considerations for couples on goodpods" style="width: 225px" /> </a>
Copy