Marriage makes couples money partners for life.  This broad-based, straightforward discussion of essential money planning challenges is designed to help.  While the program is focused at those who have recently wed or foresee a wedding in the near term, the discussions are suitable for any married couple that wants to learn more about the money game of life. Due to its length, the program is presented in three parts and is designed to be viewed in increments.

Learn…

  • How smart married couples communicate better but talk less about money
  • Why money success is more “How To” than “How Much”
  • How to title assets as a married couple
  • Why financial flexibility is the key to success
  • How to ensure that the two of you do not spend too much
  • How to avoid the danger of wanting everything but planning for nothing
  • How you can each have your own “Mad Money” without breaking the family budget
  • Why some couples approaching a wedding need a premarital agreement and others don’t
  • Why and how different couples allocate financial management functions differently
  • What money personality “Demons” every couple must avoid
  • How to become smart risk-takers even if you are both risk-averse wimps
  • How to reconcile different perspectives on work and play
  • How to prepare for a future stay-at-home parent
  • Why procrastination pillories so many couples
  • How to make the government fund part of your future
  • Why you should invest in each other’s “do” passions
  • Why and how to make interest an ally, not an enemy
  • How to buy smart as a couple
  • When and how  couples make debt work
  • How to protect assets from pre-marriage debts
  • How Congress has abused middle income couples for the past 29 years
  • Why so many young couples let money pull them down
  • Why some couples profit from owning a home and others get killed
  • How best to buy or lease cars
  • How to understand the lingo and basics of stocks, bonds and mutual funds
  • Why so many couples are lousy decision makers
  • How to avoid ugly money showdowns
  • When and how to buy life insurance
  • Why so many successful couples end up owning their own business
  • How to get the best bang for the buck with auto, health and life insurance
  • Why many young couples have a stake in their parents’ long-term care insurance
  • What all couples should know about the income tax and how it works

… And More