In this episode of Crawl Before You Ball, Auntie Buffie welcomes newlyweds Naomi and Jordan to dive into the essentials of financial planning for couples. From managing joint finances to setting up trusts and planning generational wealth, Auntie Buffie guides Naomi and Jordan through the steps to secure their family’s financial future.
Highlights from this episode include:
- The importance of open conversations about budgeting and finances in relationships
- How Naomi and Jordan are building generational wealth with custodial accounts, 529 plans, and life insurance
- Setting up trusts to protect assets and ensure peace of mind for loved ones
- Auntie Buffie’s advice on balancing independent and joint financial accounts for long-term success
Join Auntie Buffie and her guests as they discuss the steps couples can take to create a strong financial foundation and keep future generations thriving.
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