This week is Valentine’s Day, so Steve and Josh are taking the opportunity to talk about money and partnerships.
This episode covers:
[0.05] Disclaimer.
[2.10] Most challenging aspects for couples when it comes to money.
[7.00] How an adviser can help couples.
[8:30] What can couples who aren’t on the same page with money do?
[12.15] Different strategies to split money.
[15:25] Getting across what’s coming in and going out.
[17:40] What do you do when people get into a relationship with different levels of wealth?
[18:45] Asset protection for business owners.
Free budget spreadsheet: https://moneysmart.gov.au/budgeting/budget-planner
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
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Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
