A financial frame of mind could be one of the things that people seldom discuss with each other before getting into a partnership or marriage. In many cases, the financial aspect of the relationship is dealt with long after conjugality has taken place. This could cause a stressful span of time in the partnership once they start dealing with their expenses, income, and debt.
We have Brad Sherman with us on this episode of The His & Her Money Show, to talk to us about how important it is for a couple to get to know each other’s outlook on the aspect of money management.
[bctt tweet=”Without proper communication, it’s hard to know if your goals are aligned.” username=”@HisandHerMoney”]
Brad Sherman learned that money is a very personal and emotional concern, and everyone handles money differently. Each individual will have different views about money which more times than not will result in a couple engaging in finances differently.
Brad encourages people to discuss with their partner, their roles of financial responsibilities, risk tolerance, and a realistic understanding of both current income and debt, so they can determine their net worth… and ultimately have a better insight into what they both can accomplish with their finances.
Brad Sherman is a financial planner who believes in giving each client individualized attention. Brad is the founder of Sherman Wealth Management a financial planning firm that takes a holistic approach, incorporating all the aspects of your financial life.
What You Will Learn
- Why your upbringing has a great influence on your stance on money.
- Understanding your net worth.
- Why it is advisable to communicate about finances before marriage.
- His advice to a range of people with different financial statuses.
Resources Mentioned
- Sherman Wealth Management
- 10 Important Things To Discuss Before Marriage – by Brad Sherman
Thanks For Listening!
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