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!
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Lauri’s Daily Tool
Showing respect and appreciation for your partner.
Relationship Advice Resource
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.