Close this search box.

Finance 101: How to Have the “Money Talk” with Your Partner

Since beginning my career with HFG, I have gained valuable insight into the world of personal finance that has inspired me to create a new video series: Finance 101. Each week, I will be sharing my tips and tricks here through a series of short, educational videos aimed at providing individuals of all ages with advice and information on topics ranging from retirement planning to creating and following a budget.

In the video below, I sit down with HFG Advisor Megan Nichols, CFP® to discuss how to effectively avoid the pitfalls of combining finances by talking openly about money with your significant other.

I hope you enjoy this series and find the information helpful as you navigate your own personal finances.

Brent Schafer, Wealth Planner


This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice. Community First Bank, HFG Trust, and HFG Advisors have no duty or obligation to update the information contained herein. Further, Community First Bank, HFG Trust, and HFG Advisors make no representation, and it should not be assumed that past investment performance is an indication of future results. Moreover, wherever there is potential profit there is possibility of loss. This memorandum is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services, banking services, or an offer to sell or solicit and securities or related financial instruments in any jurisdiction. Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources. Community First Bank, HFG Trust, and HFG Advisors believes that the sources from which such information has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. This memorandum, included the information contained herein, may not be copied, reproduced, republished, or posted in any form without the prior written consent of Community First Bank and/or HFG Trust and/or HFG Advisors. HFG Advisors, Inc, is a wholly owned subsidiary of HFG Trust, LLC. HFG Trust, LLC is a Washington state-registered Trust company and wholly owned subsidiary of Community First Bank.