Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor

Do you know a smart, financially savvy person that still hires a financial advisor? Ever wonder why they do so?

Many family stewards often seek an advisor to take care of their family's finances if they cannot. Know a couple where one spouse took care of the family finances and then passed, leaving the surviving spouse the fear and frustration of picking up the financial pieces all while going through the grieving process? Family stewards seek to avoid this.

Yet married couples often get even more and unexpected benefits from working with a financial advisor. Communication is the essence of healthy relationships. Quite often meeting with an emotionally intelligent financial advisor can enhance the communication and understanding between spouses while bringing objectivity to the financial and emotional aspects of the relationship.

Hear Kevin relate his story of when he and his wife met with a financial advisor and how it helped them get more aligned. He also shares a client story where spouses weren't on the same page regarding retirement but through open communication and sound financial planning, they are now excitedly turning the page into retirement together.

 

What we discuss on this episode: 

1:05 - Vacation

2:43 - Why a podcast review inspired this topic

4:41 - Who will take care of my family if something happens to me?

9:07 - We need to hear what's important to both spouses

12:55 - Finding the best way to communicate

18:12 - Couples that aren't on the same page

 

Contact:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-893-7526

Schedule: http://bit.ly/calltruewealth