Episode 34: Things to Consider When Getting Married

Nov 21, 2022

On this episode, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, WMCP®, discuss which financial topics should be considered when getting married. Whether this is your first marriage, second, or third, having a conversation with your partner about cash flow, assets and debts, insurance, and beneficiary information will be essential for a healthy financial partnership.

Here are just a handful of the things that we'll discuss:

  • Determining if you need to make changes to your cash flow.
  • How to combine finances.
  • Maintaining separate or joint accounts.
  • Reviewing your filing status.
  • How to carefully structure your estate plan if you or your spouse have children from a previous marriage.



WMT Episode 34 Giveaway Image

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