About this episode

This episode discusses the essential one-page financial plan that every spouse should have to manage investments effectively.

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...

People in this episode

Host: Rob Berger

Topics covered

• financial planning
• investing
• spousal communication
• financial education
• money management

Keywords

• financial plan
• investments
• spouse
• financial survival kit
• financial love letter

More episodes of The Rob Berger Show

• RBS 243: The Floor & Enjoy Retirement Strategy (FQF) · April 24, 2026 · 29 min
• RBS 241: A Look Inside My Simplified Investment Portfolio · February 17, 2026 · 20 min
• RBS 240: Where Is the Best Place to Park cash Today? (FQF) · February 6, 2026 · 32 min
• RBS 239: The Ultimate Retirement Checklist · February 3, 2026 · 25 min
• RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF) · January 30, 2026 · 29 min
• RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF) · January 2, 2026 · 25 min

Explore listener stats, chart rankings, contacts and more on the The Rob Berger Show podcast page.