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241: Financial Planning and Your Relationship

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Manage episode 255814693 series 173083
Content provided by Sarah Kosterlitz, Hosted by: Chase Kosterlitz, and Produced by: Sarah Kosterlitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah Kosterlitz, Hosted by: Chase Kosterlitz, and Produced by: Sarah Kosterlitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Personal finances and insurance are not the most sexy topics when it comes to working on your relationship. However, these things can pull two people apart and even end relationships all together. Listen to today's show to learn how to get your financial and relational life in order with your partner.

In this episode, we discuss relationship advice topics that include:

  • Learn a recommended route to a more financially responsible partnership
  • Where to start when talking about insurance and financial responsibilities with your partner
  • How does a financial planner budget for his wedding?
  • Contributing to investments for retirement
  • And much more!

Patrick Hanzel is a CERTIFIED FINANCIAL PLANNER™ on the advanced planning team at Policygenius. He has eight years of industry experience and previously worked as an advisor and associate at Northwestern Mutual. He has a degree in Business Administration from Nebraska Wesleyan University.

Full show notes and episode links at: https://idopodcast.com/241

Sign up for our 14 Day Happy Couples Challenge here: 14 Day Happy Couples Challenge

Join our 5 Day Couples Appreciation Challenge here: idopodcast.com/appreciation

Do you want to hear more on this topic? Continue the conversation on our Facebook Group here: Love Tribe

Sponsors

BetterHelp: Get help on your own time and at your own pace. Get 10% off your first month by visiting BetterHelp.com/IDO.

Zola: Zola makes wedding planning so much easier and less stressful with their wedding websites, registry, invites, and a guest list manager all in one place. Sign up at Zola.com/IDO today to get your FREE personalized paper sample. Then use code SAVE50 to get 50% off your save the dates.

Spark My Relationship Course: For a limited time, get access to our bonus, Mastering Money Talk In Your Marriage! Visit SparkMyRelationship.com/Unlock for our special offer just for our I Do Podcast listeners!

If you love this episode (and our podcast!), would you mind giving us a review in iTunes? It would mean the world to us and we promise it only takes a minute. Many thanks in advance! – Chase & Sarah

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

467 episodes

Artwork
iconShare
 
Manage episode 255814693 series 173083
Content provided by Sarah Kosterlitz, Hosted by: Chase Kosterlitz, and Produced by: Sarah Kosterlitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah Kosterlitz, Hosted by: Chase Kosterlitz, and Produced by: Sarah Kosterlitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Personal finances and insurance are not the most sexy topics when it comes to working on your relationship. However, these things can pull two people apart and even end relationships all together. Listen to today's show to learn how to get your financial and relational life in order with your partner.

In this episode, we discuss relationship advice topics that include:

  • Learn a recommended route to a more financially responsible partnership
  • Where to start when talking about insurance and financial responsibilities with your partner
  • How does a financial planner budget for his wedding?
  • Contributing to investments for retirement
  • And much more!

Patrick Hanzel is a CERTIFIED FINANCIAL PLANNER™ on the advanced planning team at Policygenius. He has eight years of industry experience and previously worked as an advisor and associate at Northwestern Mutual. He has a degree in Business Administration from Nebraska Wesleyan University.

Full show notes and episode links at: https://idopodcast.com/241

Sign up for our 14 Day Happy Couples Challenge here: 14 Day Happy Couples Challenge

Join our 5 Day Couples Appreciation Challenge here: idopodcast.com/appreciation

Do you want to hear more on this topic? Continue the conversation on our Facebook Group here: Love Tribe

Sponsors

BetterHelp: Get help on your own time and at your own pace. Get 10% off your first month by visiting BetterHelp.com/IDO.

Zola: Zola makes wedding planning so much easier and less stressful with their wedding websites, registry, invites, and a guest list manager all in one place. Sign up at Zola.com/IDO today to get your FREE personalized paper sample. Then use code SAVE50 to get 50% off your save the dates.

Spark My Relationship Course: For a limited time, get access to our bonus, Mastering Money Talk In Your Marriage! Visit SparkMyRelationship.com/Unlock for our special offer just for our I Do Podcast listeners!

If you love this episode (and our podcast!), would you mind giving us a review in iTunes? It would mean the world to us and we promise it only takes a minute. Many thanks in advance! – Chase & Sarah

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

467 episodes

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