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Sean Pyles

πŸ‘€ Speaker
10039 total appearances

Appearances Over Time

Podcast Appearances

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

I'm a runner too, so I get it.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

We'll be living forever.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

One quick thing I will recommend, and it's much easier than actually getting an estate plan in place, which you should still do, is if you want to, making each other beneficiaries of your accounts, like your investment accounts, your bank accounts.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

That way, if something does happen, you don't even have to go through probate.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Your assets are just going to one another.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

It's really simple.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

You log into your account portals.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

You set your beneficiary.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

It can take 10 minutes to do.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Okay.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Yeah.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Thank you so much.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

It's been clear in talking to you guys that you love each other a lot and you want the best for each other and for your life together.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

And having all of your finances sorted out is it's a kind of technical, but sort of romantic gift to give each other too, because you're making it so you can have the life you want together.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

It all comes back to having your finances sorted.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Great.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Well, Robbie, Claire, thank you so much for coming on and talking with us today.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Yes, we would love to attend.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

I mean, Elizabeth is just down the road.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Well, Robbie and Claire, let's have you guys take us out.