The Rob Berger Show
The Rob Berger Show
Rob Berger
RBS 242: The One-Page Financial Plan Every Spouse Needs (FQF)
25 minutes Posted Mar 6, 2026 at 10:00 pm.
0:00
25:17
Download MP3
Show notes
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...