Marriage & Finances Lunch
& Learn
Overview
When two lives come together, so do two sets of attitudes about spending, saving, and investing. Everyone has questions. Joint accounts, separate, blended? Spend more to have fun now or save more for later? Save for a house or keep renting?
There’s no right answer for everyone. But with money being one of the top reasons couples disagree, it’s important to find the right answers for the two of you.
In this mini-workshop, Facet Wealth Co-founder and Chief Evangelist Brent Weiss, CFP®, ChFC® sat down with Alix Tucci , CFP®, and Jamie Dunn, CFP® to continue our month-long series on couples and finances in honor of Valentine’s Day.
Originally aired: February 12th, 2020
Hosted by: Brent Weiss, CFP®, ChFC®, Alix Tucci, CFP®, and Jamie Dunn, CFP®