The Financially Fit Couple
Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
The Financially Fit Couple
Episode #10 - Beyond the Transaction with Josiah Rider
In this episode of the Financially Fit Couple, host Matthew Gray is joined by Josiah Rider from Atlantic Union Bank. They discuss the value of building a strong relationship with your banker, especially for busy married couples managing their finances.
Key topics include the significance of having a personal banker, the advantages of home equity lines of credit, how major life events should prompt financial discussions, and the importance of creating a strategic plan for financial stability.
The episode underscores that proactive communication with a banker can help couples navigate financial decisions, manage debt, and prepare for unexpected changes, ultimately contributing to a financially healthier marriage.
00:38 Meet Our Guest: Josiah Rider
03:36 The Importance of a Personal Banker
05:58 Building a Strong Financial Relationship
17:10 Understanding Home Equity Lines of Credit
24:56 Proactive Financial Planning for Life Events
27:47 Enhancing Spousal Communication Through Banking
37:41 How to Find and Work with a Personal Banker
Josiah Rider
https://www.linkedin.com/in/josiah-rider-583198a4/
Josiah.Rider@atlanticunionbank.com
Matthew Gray
https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/
https://schrockfin.com/
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC