『Ep 22 | Why It’s Important for You and Your Partner to Have the Same Advisor』のカバーアート

Ep 22 | Why It’s Important for You and Your Partner to Have the Same Advisor

Ep 22 | Why It’s Important for You and Your Partner to Have the Same Advisor

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If you and your partner are building a life together, why wouldn’t you be building one plan for your finances? In this episode of The F. Word, Priya Malani unpacks the hidden risks of having separate financial advisors in a committed relationship. She explains how disjointed strategies, conflicting advice, and misaligned money mindsets can quietly undermine your goals—and why working with one advisor you both trust can accelerate your progress. This episode dives into emotional intimacy, financial transparency, and the practical logistics that come with truly unified planning.


Tune Into This Episode to Hear:

  • Why separate financial advisors can actually slow you down as a couple
  • The ripple effects of conflicting advice and misaligned strategies
  • How financial transparency can deepen emotional intimacy
  • What a shared financial plan looks like (and why it doesn’t mean giving up control)

Follow Priya Malani:

LinkedIn | Instagram | Youtube | Stash Wealth


THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

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