Ask An Adviser: The Biggest Financial Decision You'll Ever Make - Glen Hare
Equity Mates
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Ask An Adviser: The Biggest Financial Decision You'll Ever Make - Glen Hare
4 405 просмотров · 1 г. назад
Equity Mates
59 тыс. подписчиков
4 405 просмотров · 1 г. назад
The biggest financial decision you'll ever make is who you spend the rest of your life with.
Today we're joined by Glen Hare, financial adviser and cofounder of Fox & Hare, to unpack everything money and love.
If you've ever wondered when is the right time to merge accounts, how couples can optimise tax, financial red flags or anything else about managing money as a couple - well rest assured, at Fox & Hare, Glen has seen it all. In this episode he shares everything we need to know and gives us some real-life examples of the good (and the not-so-good!)
Interested in speaking to Glen or another of our hand-picked financial advisers? Fill out the form on our website (https://equitymates.com/advice) and we'll match you with an adviser that suits your needs.
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00:00 Intro & Reintroduction to Adviser Glen Hare
02:41 Where to Start with Couples
03:15 Episode Overview
03:26 How to Align Financial Goals
06:04 Balancing Different Risk Tolerances
07:49 Adjusting Goals & Trade Offs
09:40 Should Couples Merge Finances?
12:39 Splitting Money: Even or Proportional?
14:58 Savings Accounts Strategies for Couples
19:07 Tax Strategies for Couples & Spouse Splitting
23:41 Handling Spending Conflicts
26:03 Financial Red Flags in Relationships
30:29 Real Stories: Best & Worst Examples
37:54 When Couples Should Seek Financial Advice
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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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