When it comes to finances and couples, there’s often a louder voice within the relationship. At times, it may feel less like there’s a couple managing shared assets versus an individual making decisions on behalf of a couple.
On this episode of The Behavioral Divide presented by Avantis Investors®, Professor Hal Hershfield speaks with Indiana University’s Jenny Olson and Mark Johnsen of Wealth Architects to discuss the dynamics at play when it comes to couples and money. They cover strategies from the research and real-world experience to give each partner in a relationship a voice and help couples toward a shared vision.
If you enjoy the show, please subscribe or let us know by giving our series a five-star rating. We’d also love to hear from you. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com.
Important Disclosures
The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
Hal Hershfield is not affiliated with American Century Investments.
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