Love, Marriage And Prenups

Marriage is about two lives becoming one, and that can mean a lot of things for your finances. While David Walters, CPA, CFP®, has a lot to say on matters ranging from joint accounts to taxes to estate planning, he maintains that there is one principle more important than the rest: honest communication. David and host Amy Laburda discuss why being able to talk about money is so critical to a couple’s success before, during, and even sometimes after a marriage. They also chat about the importance and complications of prenuptial agreements: who needs them, how to approach them, and how to ensure both partners are treated fairly. Whether you’re considering marriage or your partnership could use a financial tune up, check out this episode expanded from David’s chapter on the same topic in the firm’s book “The High Achiever’s Guide To Wealth.” Links: Why Estate Planning Is For Everyone (with David Walters) Financial Foundations: Budgets And Credit Scores (with Rebecca Pavese)