The Financial Concepts Podcast

The Financial Concepts Podcast


Open Communication During A Money Marriage (Ep.8)

December 19, 2022

A successful marriage has good communication, and when it comes to working with an advisor it’s like a money marriage. 


Although your dreams, wishes and desires change as you mature you want to communicate this to keep everything in line with what you planned for.


In this episode, Scott Ferguson shares why having open lines of communication with your advisor, spouse and children is key when it comes to investing in your retirement.


Scott discusses:


  • Open and honest communication is vital to a successful working relationship
  • The importance of laying out your dreams and goals
  • Clearly communicating your needs vs wants in retirement
  • Reasoning behind communicating your financial plan to your children
  • And more

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