Financial planning in a marriage can be a touchy subject for many couples. Rob Barton of Carson Financial Services, www.carlsonfinancialservices.com, stops by to talk with Right on the Money Host Dennis Mattern about the responsibility financial advisors have in advising couples. Carlson Financial Services offers workshops for couples that facilitate achieving financial freedom through improved communication. Finances can be a major source of strain in a marriage, especially when a couple doesn’t share the same goals or management of finances. Rob recommends planning out a clear picture of your financial futures as a couple from the beginning of your marriage so that your approach to finances can be a source of peace instead of a cause of friction. When savings or expenses don’t align with long-term goals, the key to resolving differences is active listening and gentle communication.
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Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.
