The Rob Berger Show

RBS 242: The One-Page Financial Plan Every Spouse Needs (FQF)

March 6, 2026·25 min
Episode Description from the Publisher

In this Five Question Friday (FQF) video, we cover these questions: 1. How to teach your significant other to manage the investments? (The Spouse Financial Survival Kit) 1. Start with a One-Pager a. Accounts b. Key Professionals c. Withdrawal Order d. Financial Overview Doc: https://docs.google.com/document/d/1W... 2. Financial Love Letter https://docs.google.com/document/d/1q... &n...

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