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内容由Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management 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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#602: Love & Money: Building Financial Compatibility Together

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内容由Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management 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

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing finances as a couple. Highlighting the power of education, effective communication, and open dialogue, they offer insights into how couples can successfully navigate challenging financial discussions. Tune in to hear personal stories and actionable strategies that can help you achieve financial harmony and deeper engagement with your partner.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

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Manage episode 461260989 series 1001476
内容由Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management 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

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing finances as a couple. Highlighting the power of education, effective communication, and open dialogue, they offer insights into how couples can successfully navigate challenging financial discussions. Tune in to hear personal stories and actionable strategies that can help you achieve financial harmony and deeper engagement with your partner.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

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