Some women still leave the financing to their significant other.  And that spells trouble if the bill-paying spouse dies, or leaves the relationship.  Owner of Gardner Estate & Trust, CPA, Ronda Gardner and Susan Speirs, CEO of Utah Association of Certified Public Accountants have stories of women arriving destitute in their offices 18-months after the death of a spouse because they never learned about the family's finances.

Spouses need to educate each other in where the assets are kept.  Who is the family CPA, real estate agent, financial planner?  Which banks house the cash, 401k and IRA accounts?  Weekly, or monthly, meetings are a must for a married couple.  Even if only one person is in charge of finances, the other must know how it works.

What if you survived an abusive relationship and now it's over.  If you were forced to sign financial paperwork without knowing what it actually contained, you could be eligible for Innocent Spouse Relief when tax season rolls around.

Some women still leave the financing to their significant other.  And that spells trouble if the bill-paying spouse dies, or leaves the relationship.  Owner of Gardner Estate & Trust, CPA, Ronda Gardner and Susan Speirs, CEO of Utah Association of Certified Public Accountants have stories of women arriving destitute in their offices 18-months after the death of a spouse because they never learned about the family's finances. Spouses need to educate each other in where the assets are kept.  Who is the family CPA, real estate agent, financial planner?  Which banks house the cash, 401k and IRA accounts?  Weekly, or monthly, meetings are a must for a married couple.  Even if only one person is in charge of finances, the other must know how it works. What if you survived an abusive relationship and now it's over.  If you were forced to sign financial paperwork without knowing what it actually contained, you could be eligible for Innocent Spouse Relief when tax season rolls around.

The goal of Money Making Sense is to help you find more financial peace. Host Heather Kelly and guest experts focus on reviewing paychecks and analyzing family decisions. They also talk about vacationing on a budget, retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line. Money Making Sense is a 2017, 2018, 2020 and 2021 People's Choice Podcast Award Finalist. 

The goal of Money Making Sense is to help you find more financial peace. Host Heather Kelly and guest experts focus on reviewing paychecks and analyzing family decisions. They also talk about vacationing on a budget, retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line. Money Making Sense is a 2017, 2018, 2020 and 2021 People's Choice Podcast Award Finalist.

Money Making Sense

Don't know how to pay the bills or if your spouse has 401k?

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