Tips for Spouses That Have Different Money Philosophies

Money Roots

English - March 02, 2022 08:00 - 23 minutes - 31.9 MB - ★★★★★ - 10 ratings
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Previous Episode: Three Tips to Eliminate the Emotion Behind Large Financial Decisions

Next Episode: Talking Taxes and Tips with Amy and Kate

Wine and Dime welcomes back to the show Ann Arceo. Ann is here to share with us three tips for spouses that have different money philosophies.

Some of the things we hope you consider are

Discuss from a place of understandingGoal planning - make sure you on the same page with big picture goalsConsider 2 separate personal spending accounts + general fixed spending account

Thanks for listening and be sure to like, rate, subscribe and share.

If you have any questions that you would like answered on the show, feel free to email us at [email protected]

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

Amy's Wine Pick of the WeekPrejean Winery Semi-Dry Rieslng

NY - Seneca Lake

A great summertime white wine with rich, lush flavors and aromas, the perfect wine before dinner, or with spicy dishes or BBQ.

Alcohol 12.00%
A LITTLE BIT ABOUT ANN ARCEO, AAMS®…

I have been working in the financial planning industry for over 10 years. In my career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high-net-worth clientele. I worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.

CONTACT ANN ARCEO

I then worked for LPL Financial, an independent broker dealer, where I earned my Series 7 & 66 securities licenses. I worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high-net-worth clients.

I also have a passion for writing, and my financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. I have also written for ReadyForZero.com, BudgetTracker.com, and have been quoted in articles for Forbes and U.S. News & World Report.

I live with my husband and two children in Fort Collins, CO, and we enjoy spending time with friends, hiking, and of course planning our financial future together!

THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: [email protected]