Welcome to "Love & other assets", the podcast for where love and money meet. Hosted by Emily Luk, CPA, CFA, and co-founder of Plenty (withplenty.com), we demystify the financial decisions and relationship convos that today’s couples face. We bring in leading experts in finance, psychology, and relationships to discuss anything from managing shared finances, the healthy fights to have, to even death and taxes.
Tune in to "Love & other assets" to grow wealthy in love and money, together.
Visit withplenty.com to learn more and join our community.
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Welcome to "Love & other assets", the podcast for where love and money meet. Hosted by Emily Luk, CPA, CFA, and co-founder of Plenty (withplenty.com), we demystify the financial decisions and relationship convos that today’s couples face. We bring in leading experts in finance, psychology, and relationships to discuss anything from managing shared finances, the healthy fights to have, to even death and taxes.
Tune in to "Love & other assets" to grow wealthy in love and money, together.
Visit withplenty.com to learn more and join our community.
From first kid to first home: Estate planning milestones you don't want to miss with Daniel Goldstein
Love & other assets
37 minutes 56 seconds
1 year ago
From first kid to first home: Estate planning milestones you don't want to miss with Daniel Goldstein
In this episode of Love & other assets, Emily chats with Daniel Goldstein, co-founder of Trust & Will, about making estate planning accessible for millennials. Daniel shares insights from Trust & Will's study, revealing a communication gap between millennials and their parents, and emphasizes the importance of estate planning at every stage of life. The conversation also touches on the rise of digital tools to simplify the process for a new generation.
Love & other assets
Welcome to "Love & other assets", the podcast for where love and money meet. Hosted by Emily Luk, CPA, CFA, and co-founder of Plenty (withplenty.com), we demystify the financial decisions and relationship convos that today’s couples face. We bring in leading experts in finance, psychology, and relationships to discuss anything from managing shared finances, the healthy fights to have, to even death and taxes.
Tune in to "Love & other assets" to grow wealthy in love and money, together.
Visit withplenty.com to learn more and join our community.
