Money & Marriage: How Couples Build Financial Clarity, Confidence, and Connection
Money is one of the most common sources of stress in a marriage, but it can also be one of the strongest tools for alignment and long‑term partnership. In this episode of the Optimize Wealth Podcast, Investment Advisor Lance Norquest explores how couples can strengthen their finances and their relationship by aligning beliefs, addressing financial fears, and building a shared plan. Lance breaks down how to navigate tough money conversations, identify the real issues behind financial conflict, and create a joint financial plan that brings clarity, confidence, and connection. Whether you're newly married or decades into your partnership, this episode offers practical and thoughtful guidance for building a financially resilient life together.
Tax Disclosure:
The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. [Firm does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.