Investing for Couples Fundamentals and Technology

Welcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team.

Today we welcome Emily Luk. Emily is a Chartered Financial Analyst, Chartered Professional Accountant, and co-founder of the investing app Plenty. For today’s episode we discuss the challenges couples face when investing for retirement and how to address those challenges. Enjoy the episode.

Takeaways

• Couples should have open and honest conversations about their finances and retirement goals.
• Understanding your current financial situation is crucial for planning and investing for retirement.
• Investing over time can lead to significant growth, even with small initial investments.
• Collaboration and working together as a couple can lead to greater financial confidence and success.
• Plenty's app and retirement product provide tools and guidance to help couples manage their investments and plan for retirement.
• The Power of Investing Over Time

Show Notes

00:00 Introduction and Background in Investment Services
01:52 The Need for a Tool to Manage Finances as a Couple
06:12 Simplifying Investing for Couples and the Fundamentals
19:08 The New Trend: THREFT Indexing, Tax Strategies, and Alternative Investment
22:41 Addressing Challenges and Building Confidence in Retirement Planning
26:31 Understanding the Potential Growth of Investments Over Time
28:34 The Role of Plenty's App and Podcast in Helping Couples
31:09 Rapid Fire Investing Questions and Answers 
34:55 Simple Actionable Advice to Apply in Your Life

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Chapters

• 0:00 Introduction and Background in Investment Services
• 1:52 The Need for a Tool to Manage Finances as a Couple
• 6:12 Simplifying Investing for Couples and the Fundamentals
• 19:08 The New Trend: THREFT Indexing, Tax Strategies, and Alternative Investment
• 22:41 Addressing Challenges and Building Confidence in Retirement Planning
• 26:31 Understanding the Potential Growth of Investments Over Time
• 28:34 The Role of Plenty's App and Podcast in Helping Couples
• 31:09 Rapid Fire Investing Questions and Answers
• 34:55 Simple Actionable Advice to Apply in Your Life