Episode 70: Is It Ok to Have Multiple Financial Advisors & "It Couples": Are They Really All That?  episode artwork

EPISODE · Aug 7, 2026 · 30 MIN

Episode 70: Is It Ok to Have Multiple Financial Advisors & "It Couples": Are They Really All That?

from Financially 4 Ever After: A Love and Money Podcast · host Financially 4 Ever After

Is it okay to have multiple financial advisors? What should you do if you suddenly have $50,000 or $70,000 available to invest? And why can scrolling through “couple goals” on social media leave you questioning a perfectly good relationship?In this episode of Financially 4 Ever After, Lindsey and Brett answer listener questions about working with more than one financial advisor, getting a second opinion on your financial plan, retirement and tax planning, Roth conversions, alternative investments, and deciding where to put extra cash based on your goals, risk tolerance, and time horizon.They also explore the relationship comparison trap. From celebrity “it couples” to Instagram vacations and perfectly curated marriages, social media can make everyday life feel like it falls short. Your hosts talk about what happens behind the scenes in real relationships, how comparison can affect couples, and the importance of communication, apologizing, resolving conflict, and setting expectations that actually work for your relationship.Follow along more financial and relationship conversations, Questions for the Brett or Lindsey? Visit Financially4EverAfter.com

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Episode 70: Is It Ok to Have Multiple Financial Advisors & "It Couples": Are They Really All That?

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