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Finances in the Relationship
Episode 89

Finances in the Relationship

Mo covers things to consider to foster a harmonious financial relationship for couples. He stresses the importance of openness and proper communication so couples can be on the same page. Mo talks about shared financial goals, investment strategies, fam

Asset Management Group, Inc · Andrew Nida & Moise Piram

February 11, 202227m 55s

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Show Notes

Mo covers things to consider to foster a harmonious financial relationship for couples.  He stresses the importance of openness and proper communication so couples can be on the same page.  Mo talks about shared financial goals, investment strategies, family planning, legacy planning, and how to break down the finances between joint accounts and separate accounts.

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Topics

financesrelationshipsinvestmentsaccountslegacyfamily