Episode Details

In today’s episode we discuss relationship advice topics that include:

• Whether or not you should have separate or joint accounts with your partner.
• The importance of communicating about your finances.
• How to form the right financial plan for your relationship.
• Financial infidelity and it's impact on relationships.
• And much more!

Laurie Itkin is a financial advisor and wealth manager at Coastwise Capital Group, an award-winning boutique money management firm in La Jolla, California, where she serves clients throughout the country. Through her separate company, The Options Lady, she serves as a Certified Divorce Financial Analyst (CDFA) and provides analysis of the financial and tax impacts of proposed settlement options being considered by divorcing couples.

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