Money is said to be one of the top causes of marital distress. We sometimes joke that meeting with your financial planner can often feel like a combination of math class and marriage counseling. A big part of advising is listening, understanding, and communicating. When couples don't agree, we try to help them focus on the points of agreement, which usually includes what matters most to both of them. Our goal is to influence the way they talk to their spouse about money through partnership and a shared vision. In this podcast, Adam and Ben talk through how we can be the middle man - so to speak - in this type of situation.
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
