In today’s episode we discuss relationship advice topics that include: Whether or not you should have separate or joint accounts with your partner. The importance of communicating about your finances. How to form the right financial plan for your relationship. Financial infidelity and it's impact on relationships. And much more! Laurie Itkin is a financial advisor and wealth manager at Coastwise Capital Group, an award-winning boutique money management firm in La Jolla, California, where she serves clients throughout the country. Through her separate company, The Options Lady, she serves as a Certified Divorce Financial Analyst (CDFA) and provides analysis of the financial and tax impacts of proposed settlement options being considered by divorcing couples. I Do Podcast is also supported by: Audible: Use the link below, and sign up for a free 30-day trial and one free audiobook download! You will have to enter your CC information, but you can just cancel the trial at the end of the month if you don’t like it and not pay a dime. There are a ton of great relationship audiobooks on Audible.com. Consider downloading The 5 Love Languages for your free download. If you haven’t already subscribed to I Do Podcast and left us a review on iTunes, that helps us a ton as well Thanks! – Chase and Sarah Learn more about your ad choices. Visit megaphone.fm/adchoices

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related