Periagoge
Scenario

When spouses disagree about active versus passive investing

My wife wants us to hire a financial advisor to actively manage our money, but I think we should just buy index funds and save the fees for our kids' college.

More people experience this than they realize.

What we've seen

Different approaches to financial security create marital tension.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.