S2E3: Financial Planning When You’re Merging Your Life With Someone

In the third episode of season 2, Chrystina and Beth D'Andrea from PlumTree Financial Planning have a conversation about what it looks like to merge financial lives with someone when you get married. Should you merge accounts? Do you need a separate savings account? What kind of questions should you be asking yourself and each other as you forge together in your partnership? 

All of these questions are answered (and more) in this hour long conversation. 

Show Notes:

• Beth D’Andrea from PlumTree Financial Planning

• Articles About Merging Your Financial Lives Together:

  • Newlyweds: Follow These 5 Tips for Getting Off on the Right Financial Track

  • THE FIRST YEAR: You, Your Groom, And Your Money

  • Plan your future like you planned your wedding

  • Mine, Yours and Ours: Checking Accounts for Newlyweds

  • If you’re a couple, your finances are a two-person job

  • Share that credit report before the wedding

• IRS Withholding Calculator

• Credit Links

  • www.annualcreditreport.com

  • myFICO (Be sure to choose the 1 bureau, one-time report, not the subscription!)