How to Combine Finances with Your Partner (4 KEY STEPS)
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2 سال پیش
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HOW TO COMBINE FINANCES WITH
HOW TO COMBINE FINANCES WITH YOUR PARTNER (4 KEY STEPS) | Are you thinking about combining finances with your partner? I share 4 key steps that you and your partner can take to effectively combine your finances.
#howtocombinefinanceswithyourpartner #shouldyoucombinefinances #combinefinancesmarriage #marriagefinancesseperateaccounts #howtomanagefinancesinmarriage #combinefinancesbeforemarriage
If you're interested in having a comprehensive financial plan prepared for you and your partner, schedule a free discovery call today at: https://districtcapitalmanagement.com...
Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com
Skip Ahead Here!
0:00 - How to Combine Finances With Your Partner (4 KEY STEPS)
0:40 - Have the money talk!
4:18 - Create a joint budget
6:40 - Create a new joint bank account
7:39 - Automate
8:56 - Bonus Tip!
**RECOMMENDED READING LIST**
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z
Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
https://amzn.to/32GRJbJ
A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS
● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●
● SAY HI ON SOCIAL
Website: https://districtcapitalmanagement.com/
Facebook: Facebook: districtcapital
LinkedIn: LinkedIn: alvin-carlos-cfa-cfp%C2%AE-5101903
● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
● DISCLAIMERS
This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)
#howtocombinefinanceswithyourpartner #shouldyoucombinefinances #combinefinancesmarriage #marriagefinancesseperateaccounts #howtomanagefinancesinmarriage #combinefinancesbeforemarriage
If you're interested in having a comprehensive financial plan prepared for you and your partner, schedule a free discovery call today at: https://districtcapitalmanagement.com...
Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com
Skip Ahead Here!
0:00 - How to Combine Finances With Your Partner (4 KEY STEPS)
0:40 - Have the money talk!
4:18 - Create a joint budget
6:40 - Create a new joint bank account
7:39 - Automate
8:56 - Bonus Tip!
**RECOMMENDED READING LIST**
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z
Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
https://amzn.to/32GRJbJ
A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS
● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●
● SAY HI ON SOCIAL
Website: https://districtcapitalmanagement.com/
Facebook: Facebook: districtcapital
LinkedIn: LinkedIn: alvin-carlos-cfa-cfp%C2%AE-5101903
● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
● DISCLAIMERS
This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)
2 سال پیش
در تاریخ 1401/04/16 منتشر شده
است.
447
بـار بازدید شده