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内容由Paula Holt提供。所有播客内容(包括剧集、图形和播客描述)均由 Paula Holt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Creating Your Financial Foundation with Natalie Slagle, CFP

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Manage episode 364806619 series 3471748
内容由Paula Holt提供。所有播客内容(包括剧集、图形和播客描述)均由 Paula Holt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Today, we’re joined by Natalie Slagle, Certified Financial Planner(TM) and co-founder of Fyooz Financial Planning, a company specifically created to help couples manage their finances together.
Natalie tells us what it’s like to run Fyooz with her husband Dan and describes the step-by-step process the two of them use when they work with a new couple. They start with a “discovery process” which is a conversation about each partner’s money history and values, and then move into a “current reality review,” a tally of assets, debts, income, and expenses. The next step is an investment discussion that gives couples a roadmap to plan for their future.
We discuss the importance of financial transparency between partners for the health of their finances and their relationship, and Natalie outlines some scenarios when couples might consider a prenup. We close with talking about student loan debt and a few of the financial goals couples should consider in the early years of their marriage.
(We had a few sound issues in this episode, but they don't take away from any of the great information!)
Learn more about Natalie’s work:

Additional resources:

  • 10 Questions Checklist (download this FREE list of questions covering each of the Practically Married subjects)

If you like what you heard...

  • Follow Practically Married with Paula Holt on your favorite podcast platform to get every episode!
  • Visit PracticallyMarried.net/Newsletter to sign up and receive even more relationship info and resources!
  • Follow @getpracticallymarried on Instagram to tell us about your experiences using the strategies you hear on the show!

Edited by Veronica Gruba
Music by Sage Holt-Hall

  continue reading

18集单集

Artwork
icon分享
 
Manage episode 364806619 series 3471748
内容由Paula Holt提供。所有播客内容(包括剧集、图形和播客描述)均由 Paula Holt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Today, we’re joined by Natalie Slagle, Certified Financial Planner(TM) and co-founder of Fyooz Financial Planning, a company specifically created to help couples manage their finances together.
Natalie tells us what it’s like to run Fyooz with her husband Dan and describes the step-by-step process the two of them use when they work with a new couple. They start with a “discovery process” which is a conversation about each partner’s money history and values, and then move into a “current reality review,” a tally of assets, debts, income, and expenses. The next step is an investment discussion that gives couples a roadmap to plan for their future.
We discuss the importance of financial transparency between partners for the health of their finances and their relationship, and Natalie outlines some scenarios when couples might consider a prenup. We close with talking about student loan debt and a few of the financial goals couples should consider in the early years of their marriage.
(We had a few sound issues in this episode, but they don't take away from any of the great information!)
Learn more about Natalie’s work:

Additional resources:

  • 10 Questions Checklist (download this FREE list of questions covering each of the Practically Married subjects)

If you like what you heard...

  • Follow Practically Married with Paula Holt on your favorite podcast platform to get every episode!
  • Visit PracticallyMarried.net/Newsletter to sign up and receive even more relationship info and resources!
  • Follow @getpracticallymarried on Instagram to tell us about your experiences using the strategies you hear on the show!

Edited by Veronica Gruba
Music by Sage Holt-Hall

  continue reading

18集单集

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