LibraryScenariosWhen spouses disagree about active versus passive investing
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.

Zera
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The coach is replying

More people experience this than they realize.

What we've seen

Different approaches to financial security create marital tension.

Ideas that help explain it
Worth thinking about

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

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