Foster & Motley : A podcast about Wealth & Life

Foster & Motley : A podcast about Wealth & Life


Why Should Both Partners be Involved in Household Finances? With Tony R. Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®

March 22, 2023

Many studies have shown that money can be a significant source of conflict in relationships. What if one partner is a saver and the other a spender? How do you align on your goals for the next 5, 10, or 15 years? 


In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®, go into detail about the importance of communication and getting on the same page when dealing with finances among spouses. 


Tony and Rachel share more about:


  • When you should start having these important conversations
  • What to consider when planning for a future together 
  • How working with a financial advisor can ease some of the stressors that come with these important discussions 
  • And more

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