Feb 13 2025 21 mins 4
In this episode, we ask:
- What’s the history?
- What’s the opportunity?
- What am I talking about?
- What are the implications of your financial plan when you try to go it alone?
- What about economies of scale?
- What about the tax advantages of joint filing?
- What are the other benefits?
- What about net worth?
- What did the Federal Reserve survey of consumer finances say?
- What happens in divorce?
- What patterns has Mark observed?
- How about a case study?
- What is the best gift?
- What does the relationship help you become?
- What offers guaranteed growth and protection?
- What about funding life’s milestones?
- What about legacy building for future generations?
- What about tax advantages?
- Who wants to send a valentine to the I.R.S.?
- What about dreams and goals?
- What about gifts?
- What does everyone want this year?
