MONEY WITHOUT MATH
We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm
MONEY WITHOUT MATH
Unmarried Ever After with Joshua Charles, CFP®
Did you know that as an unmarried couple, you could be exposed to over 1,000 potential financial vulnerabilities that married couples are protected from?
Unmarried couples are navigating a complex web of financial challenges, often without the protections that marriage offers—this episode sheds light on what you need to know.
Uncover the vital financial considerations and protections for unmarried couples, professionally navigated by Karen Coyne and guest Joshua Charles. Listen to understand the implications of estate planning, why insurance is even more crucial, and how to safeguard your financial future.
Key conversation highlights:
- Why estate planning is more critical for unmarried couples
- The essential but often overlooked insurance needs
- The unique risks and rights in financial planning for unmarried partners
- Actionable insights on protecting your financial well-being and assets
- And more!
Resources:
Connect with Karen Coyne:
- Clarity Planning
- team@raymondjames.com
- 301-739-7002
- LinkedIn: Karen Coyne, CFP®
- X: @karencoyne
- YouTube: @karencoynecfp
- Instagram: @moneywithoutmath
Connect with Joshua Charles: