Love, Marriage And Prenups

An episode of the Something Personal podcast, hosted by Palisades Hudson Financial Group, titled "Love, Marriage And Prenups" was published on December 4, 2024 and runs 36 minutes.

December 4, 2024 ·36m · Something Personal

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Summary

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)

Episode Description

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)

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