In this episode of Time, Talent, Treasure Radio, host Ben Taatjes and financial advisor Jonathan Schoffner discuss "financial infidelity"—the act of being dishonest or non-transparent about money with a spouse. They explore how small habits, like misreporting purchase prices or hiding accounts, can erode trust and create misalignment in a relationship. To combat this, they emphasize the importance of a team approach to financial planning, suggesting that couples meet with advisors together and have open conversations about their upbringing and financial goals to ensure long-term alignment and trust.
This is an episode is a conversation between Ben Taatjes, Financial Advisor, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, CRPC®, Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.
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