How to Talk About Finances With Your Partner

You and your partner might have varying beliefs about how to best manage your finances.

One might be a saver, while the other is a spender. Both of you might also have a different picture of what the perfect retirement looks like.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to have honest money conversations with your partner to protect your relationship from financial distress.

Jon discusses:

  • The importance of transparency in financial conversations
  • How money secrets can develop serious trust issues in relationships
  • The “cookie jar” approach to effectively come to a compromise during disagreements
  • Reasons financial professionals serve as an impartial third-party mediator
  • And more!

Related: How Living Longer Affects Your Portfolio