When it comes to giving financial guidance to couples, advisors encounter the same dynamic again and again: One spouse is almost always the champion of the family’s finances. This person follows the markets, reads the Wall Street Journal, and has either invested the family’s funds or has worked directly with an advisor.
This video series is for the other spouse.
The other spouse would like to know more about the family’s finances, but is afraid of saying something foolish. If the couple meets with an advisor, this spouse remains quiet.
Does that sound like you? If so, you’ll enjoy these short videos. We’ll start with the fundamentals — what is investing? — and move up from there.
A quick warning to investment geeks: These videos are not for you. This is an introduction, and much of the material has been simplified for beginners.
With that said, we hope you find the series both entertaining and informative. And don’t worry — there are no tests or grades. You get an A for just showing up.