Hosted by: Laura Hawley Special guest: Troy Garcia

Host:
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

In this episode, we discuss becoming a Bride and what you need to know about your fiance’s finances, how you both feel about money, your dress budget, the importance of discussing a wedding budget, how to avoid wedding overspending, and the importance of the three C’s as it relates to being a Bride and Finances: Communicate, Consider, Continue. We will also discuss what professionals you should consider helping you with your Wedding, and much more.

In this episode we cover:

• Economic Compass (1:23)
• Wedding Traditions and finances as it relates to the Bride and Groom (2:33)
• The Wedding Ring and how much you should budget or spend (7:33)
• The hard questions a bride-to-be or groom should be asking before the “I do’s” (8:17)
• Handling difficult pre-wedding questions with a professional (10:29)
• Investing for the future and who should be in charge (13:52)
• Bankruptcy, current bills, medical debt, vacations, and how it should be addressed between the Bride and Groom (15:28)
• Prenuptial agreements (21:44)
• A checklist of to-do’s for Newly Married couples (27:43)
• How to handle Insurance for Newly Married couples (29:56)
• Tips for Newlyweds and combining Finances (31:31)
• Taxes and how they’ll affect your marriage (35:56)

Links From the Show:

• Allen & Company
• DOW
• NASDAQ
• S&P

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia