71: What’s Yours Is Mine, And Mine Is Mine

Laurie Itkin is a financial advisor and wealth manager at Coastwise Capital Group, an award-winning boutique money management firm in La Jolla, California, where she serves clients throughout the country. Through her separate company, The Options Lady, she serves as a Certified Divorce Financial Analyst (CDFA) and provides analysis of the financial and tax impacts of proposed settlement options being considered by divorcing couples.

In today’s episode we discuss relationship advice topics that include:

  • Whether or not you should have separate or joint accounts with your partner.
  • The importance of communicating about your finances.
  • How to form the right financial plan for your relationship.
  • Financial infidelity and it’s impact on relationships.
  • And much more!

We are excited to share the I Do Podcast Patreon campaign. Patreon is a website where you can support creatives. We started our page to help cover the costs of equipment, production and a babysitter to watch our one-year-old while we record! : )

When you contribute you will also get awesome exclusive benefits for our patrons. You can sign up to donate as little as $2 per month to support the podcast.  Any little bit helps! Sign up to support the podcast today. 

I Do Podcast is also supported by:

Amazon.com

If you shop on Amazon, you can use this link, and we will get a small percentage of everything you buy! Don’t worry, this money is coming from Amazon, and you will not pay any extra, and you’ll help us out along the way!

Click the link here and it will automatically save on your computer for 30 days. After 30 days you can just click again and it will redo it for another 30!

Use the link below, and sign up for a free 30-day trial and one free audiobook download! You will have to enter your CC information ,but you can just cancel the trial at the end of the month if you don’t like it and not pay a dime. There are a ton of great relationship audiobooks on Audible.com. Consider downloading The 5 Love Languages for your free download.

Audibletrial.com/idopodcast

We don’t like asking our listeners for handouts, so we aren’t! The last two options won’t cost you any money that you aren’t already spending and you can support us on Patreon for less than the cost of a cup of morning Joe!

If you haven’t already subscribed to I Do Podcast and left us a review on iTunes, that helps us a ton as well Thanks! – Chase and Sarah

Lauri’s Daily Tool

Showing respect and appreciation for your partner.

Relationship Advice Resource

Every Woman Should Know Her Options by Laurie Itkin

Advice for Newlyweds

Be transparent about finances and do not judge each other.

Advice for Single Listeners

Understand what motivates your partner in regards to money.

Interview Links

Mint.com

TheOptionsLady.com

If you enjoyed, we would really appreciate a review in iTunes & Stitcher.

2017-04-25T16:42:42+00:00 December 20th, 2016|