The Most Underrated Investment Strategy… Your Spouse

“I’m trying to build our empire while she’s busy spending”

“I thought our future was safe, but it turns out he was mishandling our money” 

Do you know how many times I have these types of conversations with couples as a financial advisor? 

Did you know that finances is the #2 reason for divorce. (Infidelity is #1 just in case you were wondering). This is why it’s so important to screen who you’re dating!  You’re choosing your business partner, not just your sweetheart. 

Here are 3 questions to ask to see if that person is a good choice for your financial future: 

  1. Stocks, crypto, real estate, or something else? What’s your favorite investing strategy? 
  2. What financial goals do you have this year? What’s your 5 year vision?
  3. What can hold you back from accomplishing this vision? 

Bonus: What steps have you taken this month to make it happen?

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