Episode 010

Marrying Your Finances

In this episode, Luis talks about things you should consider when first joining finances with a spouse or significant other. Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador, to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.



In this episode, you’ll learn tips regarding the following:

  • Being transparent with your spouse or significant other
  • How to start joining finances without feeling overwhelmed
  • The importance of maintaining your own credit and financial identity
  • Identifying how you can save money when joining finances
  • Having “money dates” with your spouse or significant other
  • Paying off debts as a couple/household