Episode 5: The Importance of Both Spouses & Partners Participating in Financial Planning Wealth on Purpose

"Ah Ha" moments happen when both spouses (or partners) participate in financial planning conversations. In this episode of Wealth on Purpose, Hosts Brian and Brian discuss the importance of both voices being heard in order to achieve your family's financial goals. 

YOU have the potential to set the standard for your family's multigenerational financial habits.

Key Topics:

Importance of having both spouses involved in financial planning meetings

Benefits of a two-pronged approach: communication and understanding goals

Spouses may have different perspectives but share the same goals

Financial advisors can't be a true fiduciary without knowing both parties

Importance of holistic financial planning for the entire family

Decisions made with half the information can lead to gaps

Children are watching and learning from financial decisions made by parents

Importance of preparing surviving spouse for future financial decisions


Connect with us: 

Brian Diffily

Brian Hartmann, CFP®


Visit our website:
Granite Bridge Wealth