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
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