I sat down with a seasoned Financial Advisor, Mark Mansur of Thrivent to explore essential strategies for managing your money as you get married. From how to gain confidence and control over everyday money decisions to invaluable insights on building a secure financial future individually and together. Whether you’re just starting your financial journey or looking to refine your strategies, this interview is packed with practical advice and expert guidance to help you achieve your financial goals.
Listen to learn more about: - 00:52- Intro to Mark Mansur
- 2:01- What is Thrivent
- 3:30- Services Offered
- 4:29- First Financial Conversations
- 5:52- Where Should I Start
- 8:04- What is your Spending Plan
- 9:49- How to Broach the Subject
- 11:28- Margins & Anticipations
- 12:34- When To Reach Out to a Financial Advisor
- 13:28- What to do Once You’re Married
- 16:05- Life Insurance
- 18:05- Details of Life Insurance to Cover
- 19:15 Beneficiaries
- 20:04- Short Term Goals
- 22:00- How Financial Advisor Fees Work
- 22:57- Date an Advisor
- 23:52- Mark’s Background
- 25:43- Common Mistakes
- 27:19- How to Start a Long Term Plan with Mark & Thrivent
- 28:14- Complementary Thrivent Coaching
- 30:46- What Should Couples Do Differently
- 32:49- Wedding Budgets
- 35:24- How to Reach out to Mark
- 37:07- Small Business Specialty
- 37:59- Advice for Newlyweds
Connect with Mark and Thrivent: Mark's Team Link: https://connect.thrivent.com/rooted-financial-advisors Money Canvas Link: https://www.thrivent.com/generosity/money-canvas/home
Connect with Sarah: Website: www.simplylovestudio.com Instagram: https://www.instagram.com/simplylovestudio Facebook: https://www.facebook.com/simplylovestudio Pinterest: https://www.pinterest.com/SimplyLoveLex/
How to work together: If you’re a bride or couple in the Lexington, Kentucky area who feels overwhelmed when it comes to preparing for your wedding, Simply Love Studio is here for you! Simply Love Studio is a free resource for couples at any stage of their wedding planning process and is funded by Lexington’s most preferred wedding vendors. Make an appointment in person or online with me, Sarah, today with my link!
