541 | How to Align Your Financial Plan with Your Partner cover art

541 | How to Align Your Financial Plan with Your Partner

541 | How to Align Your Financial Plan with Your Partner

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What happens when one partner sees the long-term vision, but the other only sees the short-term cost?

In this week's Q&A, we also unpack:
💡 Whether to tap equity from your home or your investment property
💡 Understanding your goals BEFORE pulling the trigger
💡 Why P&I loans + offset accounts don’t improve cash flow (but still help!)

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