Oct. 13, 2023

Financial Infidelity

Financial Infidelity

Jeff Perry hosts this segment and discusses marriage and money issues with Asset Management Resources lead financial planner Scott Birmingham. The pair have an insightful conversation about how issues such as financial infidelity, having a “mine”...

Jeff Perry hosts this segment and discusses marriage and money issues with
Asset Management Resources lead financial planner Scott Birmingham. The pair have
an insightful conversation about how issues such as financial infidelity, having a “mine”
mentality, hiding money and failing to disclose spending can have a devasting impact on
relationships. Scott and Jeff provide advice on how to create and maintain a healthy
relationship by setting shared financial goals, having periodic family financial meetings,
and using a “we” tone when discussing potential issues of financial differences. For
future reading on this topic, Jeff suggests listeners review an article about this subject
recently published in Bottom Line magazine.

https://www.bottomlineinc.com/life/family-
finances/how-to-handle-marriage-and-money

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

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