Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial strain: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Nathan work to resolve conflicts in these areas as they arise.  
Share this episode with a friend:

 

Apple PodcastsSpotifyStitcherGoogle PodcastsDownloadLeave a ReviewInvestor Awareness GuideFebruary Retirement ClassShareListen in a New WindowSoundCloudSubscribe on AndroidSubscribe via RSSPlayer Embed

Confidence Corner

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we’ll explore five more common areas of financial strain: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Nathan work to resolve conflicts in these areas as they arise.  

Throughout this episode, Nathan emphasizes the importance of open communication between partners to understand each other’s financial goals, preferences, and concerns. He also stresses the benefits of seeking professional advice to help navigate complex financial matters and avoid potential conflicts.

Here are the reasons we talk through on today’s show:

  • Agreeing on a number for your savings account. 2:28
  • Being on the same page about charitable contributions. 5:11
  • Deciding what to do with an inheritance. 7:01
  • Having conversations about insurance and long-term care. 9:41
  • How will you handle financial management in retirement? 11:40

A Point Of Wisdom:

Share this episode with a friend:

EXPLORE MORE EPISODES

Discussing Dave Ramsey’s Advice

Radio talk show host turned TikTok user, Dave Ramsey, is known for doling out financial advice to a wide audience. Today, we talk through some quotes from Ramsey to see what Nathan thinks as a financial advisor. Be it investing from a place of knowledge to relying on delayed gratification to make decisions, there’s a lot we can learn from him. Ultimately though, you have to have a strategy and a plan that works for you in order to meet your financial goals. Working with a qualified financial professional to create that plan will be better than simply generic advice for the masses.

Listen Now »
September 21, 2023

The Future of Retirement in America

When we look toward the future, what’s ahead? Whether you take more of an optimistic or pessimistic view of things, it’s important to know what to expect. We talk about what Americans may face when it comes to retiring in the years ahead.

Listen Now »
September 7, 2023

Bashing the Roth?

In a shocking turn of events, we’re going to spend some time bashing the Roth today. Inspired by an article we found on Yahoo Finance, Nathan shares his thoughts on a Roth. Is it really the right thing for you? Instead of basing your decisions on some one-size-fits-all financial advice, it’s important to consider your unique and personal financial situation.

Listen Now »
August 24, 2023
Facebook Linkedin Twitter Youtube

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

Facebook Linkedin Twitter Youtube

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

SUBSCRIBE

This content is provided for informational purposes only. It is not intended to provide tax or legal advice. O’Bryant & Associates, Inc., is a registered investment advisory firm in Tennessee.

Facebook Twitter Youtube