Episode 206: Dividing Up Finances: Yours, Mine, and Ours

In this episode of Women’s Money Wisdom, Melissa Fradenburg explores the intricate dynamics of managing finances within relationships. With a focus on the importance of financial transparency and communication, Fradenburg draws from her own experiences to shed light on the complexities couples face when merging their financial lives.

Tune in to gain valuable insights on managing finances within relationships, fostering open communication, and planning for a secure financial future together.

Listen and learn:

The importance of learning to manage joint accountsHow to navigate pre-marriage financesSteps to plan for the futureHow Pearl Planning can provide you with expert guidance

Resources mentioned in this episode:

Reach out for an introductory call with Pearl PlanningImportant Numbers for 2024Episode 155: Love And Money: Financial Planning Considerations For CouplesEpisode 200: Setting Financial Resolutions and Goals for 2024

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Data Sources: Capital Group, RIMES, Standard & Poor's.