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Through the Pines Ep. 21 - LOVE and MONEY, How to Structure Finances as a Couple
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Through the Pines Financial Planning #podcast
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Special thanks to our financial wizards this week from planwithbaxter.com Rex Baxter, Brandyn Smith, and Dan Nelsen. Any questions, reach out here: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
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Through the Pines - LOVE and MONEY: how to structure finances as a couple
Topics:
Debt Current Debt Feelings on Debt When you get a new job, what does Gross Income versus Net Income look like? Recreational Spending How much? How often? Beneficiaries on each other’s accounts? We usually recommend waiting until after marriage unless it’s a long-term serious relationship with kids or other financial dependent factors. Feelings on how kids and careers will work together. Once Married Joint accounts versus Separate Accounts, how do you decide? Splitting bills with different incomes. Joint Goals versus Individual Financial Goals
(S’more Numbers) - Dynamics of Spenders Versus Savers
Challenges and Strengths of: 2 Savers 2 Spenders 1 Saver and 1 Spender How do you get on the same page? Communicate and Set Goals/ spending boundaries. How do the financial dynamics change when people are on 2nd or 3rd marriages? Often times more separate accounts?\ How are bills split? Prenuptial Agreements What happens when a surviving spouse marries a much younger spouse late in retirement? How do people handle inheritances? (both biological parents have passed, but assets remain with 2nd surviving spouse unless trust work is involved
Contact Info: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams
Bumper Music: Branson Anderson on Van Sessions as produced by The Banyan Collective - https://www.thebanyancollective.com/vansessions/2020/6/27/van-sessions-at-the-monarch-branson-anderson
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