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Beyond The Paycheck

Episode 20: Money Questions Before I Get Married

by | Oct 11, 2022 | Podcast | 0 comments


In the latest episode of our Q&A series, Paula Christine sits down with Aaron, who’s going to get married soon.  She answers his questions about:

Personal Injury Protection (PIP) on car insurance

How to rollover a 401K from a previous employer, where it should go, and what are the tax implications

In addition to 401K, HSA, and Roth accounts, where else can I invest my money, and in what priority?

Should I get a prenup?

Should we keep put our finances together and keep them separate?

What about taxes – file joint or separately?

At the end of the episode, Paula mentions the budget worksheet, which can be found on her website here: https://paulachristine.com/resources/

For more information or help with your finances, you can visit Paula’s website at https://paulachristine.com/

Or send her an email: Paula@PaulaChristine.com.