Benjamin Felix
speaker
5,943 appearances
22 recordings
1 series
first heard Apr 2026
last heard yesterday
Benjamin Felix’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 22 in all, peaking in Aug 2026 with 5.
Appearances
For sure.
podcast-host
Continuity too, right?
podcast-host
Where if one spouse makes all the decisions and does not involve the other spouse and something happens to the primary financial spouse and they don't have an advisor, that can be very difficult for the spouse who's kind of been in the dark the whole time to carry on after the fact.
podcast-host
It's usually a good time to reach out.
podcast-host
Yeah, we definitely do see people reaching out for that reason.
podcast-host
There was a really interesting paper out a few years ago now that showed that there can be significant issues with cognitive decline that goes unnoticed, leading to poor financial decisions.
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So death is one thing and leaving a less financially sophisticated spouse to figure it out.
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But cognitive decline is a whole other thing.
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issues.
podcast-host
We've seen people come to us as a hedge against that as well, which I think is another pretty interesting reason.
podcast-host
The other thing I've heard from a ton of people, and I don't really know if this is the best way to do it because like you said, Dan, the sharks will be circling, but I've had a ton of people tell me that I'm not going to become a client, but I've written into my will that if I die, I want you to be the first phone call that my wife makes.
podcast-host
I'm always like, I don't know if that's the best time to do it.
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Maybe not the first phone call, but
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Yeah.
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We'll cover quite a bit here.
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The questions we talked about drawn different bodies of research with distinct financial implications for couples.
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I think if we kind of step back and think about all of them, one clear pattern emerges, which is that the couples who are going to set themselves up the best financially and emotionally are the ones who approach
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finances of marriage as a team and have open communication.
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There are multiple ways that can be accomplished based on the stuff that we talked about, the research we talked about.
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Understanding you and your partner's spending tendencies lets you understand where each of you are coming from, aligning on the legal implications of marriage for your situation and whether that's a prenup or the default.
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Showing 661–680 of 5,943 · page 34 of 298
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