This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Shareholder, Joe Donovan. In this episode, you will learn about making a financial plan with your spouse! The conversation helps answer the following questions:
- Why is it important to create a financial plan with your spouse?
- How do you get started?
- What should you include in this plan
- Should anyone else be involved in this process? Financial advisor? Tax consultant?
- Any resources to help couples get started?
Resources:
