Talking Money in Relationships

In this episode, Catherine and Rachel dive into the important topic of discussing finances in a relationship. Rachel starts by emphasizing the importance of aligning financial goals, followed by real-life client scenarios that highlight different money dynamics. Are you combining or keeping finances separate? You can’t assume whether your partner is a saver or a spender! They also explore lifestyle choices, how Catherine manages money in her own relationship, and the benefits of designating one partner to take the lead in financial matters. Plus, they discuss how to prepare financially in case something unexpected happens to your partner. Tune in for practical insights to help you navigate money conversations with confidence!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Disclaimer:

Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

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