Jimmy J. Williams, CPA/PFS, CFP®
PODCAST - Three Money Questions to Ask Your Partner
Lori and Jimmy tackle difficult questions that must be asked of your life partner to create a bond of trust. These questions are not new, but how you pose the questions and the proper attitude in which the discussion is held make a tremendous difference in the outcomes. A little humor, a lot of fun, and serious business, all rolled into one episode will help you become a better partner and gain a significant understanding of each other’s thinking about money.
Why it seems so difficult for couples to discuss money when each of you hold a different approach to use of the funds.
How to broach the subject with your significant other in a manner that is nonconfrontational.
When and what frequency you should be discussing your finances with each other.
Help each other understand the definition of “emergency” and how to support each other in the process.
Learn Jimmy’s secret to sharing money concepts and ideas with your mate that brings greater harmony to the relationship.