Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor
Do you know a smart, financially savvy person that still hires a financial advisor? Ever wonder why they do so?
Many family stewards often seek an advisor to take care of their family's finances if they cannot. Know a couple where one spouse took care of the family finances and then passed, leaving the surviving spouse the fear and frustration of picking up the financial pieces all while going through the grieving process? Family stewards seek to avoid this.
Yet married couples often get even more and unexpected benefits from working with a financial advisor. Communication is the essence of…
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