Have You Had The Money Talk?

Real Life Planning Podcast

If you're contemplating sharing a household together now or at some point in the future, there is no better time than the present to discuss finances. In Episode 6 of the Real Life Planning video podcast, CERTIFIED FINANCIAL PLANNER™ Cynthia Meyer outlines a powerful format for building a strong financial foundation as a couple.
This week on Real Life Planning Podcast, Cynthia covers:
💡 When and where to have the money talk
💡 Why you shouldn’t drink when talking about money
💡 What to do if conflict happens
💡 Why you should share both successes and failures
💡 Developing a shared vision of the future
💡 What if someone gets sick or loses their job?
💡 Why the money talk is an ongoing conversation
The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.