Financial Advisor as Financial Referee!

Undeniably, money has the potential to create problems in a relationship. From disagreements over spending habits, investing philosophies, and beneficiaries, the list of financial-related conflicts is extensive and can lead to significant tension, conflicts, and even the breakdown of a relationship, possibly leading to divorce.

These challenges are not limited to therapists and lawyers; financial advisors also encounter various disagreements among couples when it comes to managing their finances. Unfortunately, financial advisors find themselves playing the role of a financial referee in these situations. Join us as we talk to Erik Bowman, who shares his firsthand experience in a role that nobody wishes to be in.

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