They say opposites attract, but when partners have opposing money philosophies and risk tolerances, combining your finances into a strategy that serves both parties’ needs can be a daunting task. Donna and Nathan discuss the importance of compromise when managing household assets. Also on MoneyTalk, big mistakes made by some history’s most iconic investors.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 10/2/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!