Bringing together couples and their money {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Getting couples to align their goals and priorities with their personal finances is often easier said than done. This is when the power skills in the non-technical side of personal financial planning become crucial to use. In this episode of the PFP Section podcast, Christine Moriarty, answers the following questions.

• How and when do you start the conversation?
• Does sharing life have to mean sharing money?
• What if couples’ goals around money are different?
• How do you support couples to reach agreements about money?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• How emotions affect financial decisions
• The new approach to retirement planning six-part series
• How to have transformative conversations

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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