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Managing Your Money As A Couple

Managing Your Money As A Couple

Released Monday, 12th July 2021
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Managing Your Money As A Couple

Managing Your Money As A Couple

Managing Your Money As A Couple

Managing Your Money As A Couple

Monday, 12th July 2021
Good episode? Give it some love!
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When a couple comes together, it can be difficult to merge finances and co-manage your money.  Today, Kevin Dick from KDI Wealth and Jon Gay walk through how to best manage your finances as a couple.

We each bring our own life experiences to this dynamic, and communication is key.   We give some real life examples of everything from televisions to vacations to even fast food.

After communication comes prioritization.  Have a conversation about what's really important.  Get that emergency savings account going.   And create a plan.

That's where having a financial advisor comes in.  They can look at your situation, objectively, and take the emotions out of the decision making process.  Most advisors can manage your investments, but the best advisors understand your priorities, personalities, and what makes you tick.  That's where Kevin and Carrie Dick, and the team that KDI wealth comes in.

To contact KDI Wealth for help with YOUR retirement future:

Call: (928) 474-4350. 

Or email Kevin: [email protected]

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From The Podcast

Pivot With KDI Wealth

Kevin Dick has been helping individuals, families and business owners create and live out their financial dreams for over 20 years. In those 20 plus years, he has experienced a myriad of financial markets, family dynamics and life events and has seen how quickly plans and dreams change when the unexpected happens. Kevin has learned and will share that one of the keys to successful financial outcomes is learning to pivot when relationships or circumstances change. Good, sound advice to help make right choices is why he believes his clients look to him when change is inevitable. How can you pivot today? For more, find us at https://www.kdiwealth.com/Disclaimers:KDI Wealth Management, 8817 East Bell Road, Suite 202, Scottsdale, AZ 85260. Phone: 928-474-4350. Website: www.kdiwealth.com. Check the background of this investment professional on http://brokercheck.finra.org.The content provided is for informational and educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please consult a financial advisor specific to your situation.This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, MA, MI, MN, MO, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser.

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