(Closed) Have you and your SO taken a financial class together?

posted 7 years ago in Money
Post # 3
566 posts
Busy bee
  • Wedding: September 2011

There was a talk on finances during our pre-marriage retreat weekend through church, but we found the speakers to be annoyingly condescending. More importantly, they didn’t provide any information that we didn’t already know from reading a few personal finance blogs or articles.

Taking a class sounds like a great idea! Right now all of our financial knowledge is sort of common sense / picked up in bits and pieces through tax forms and the Internet.

Post # 5
4824 posts
Honey bee

Yup, Fixed income economics, Corporate Finance, International Finance  hehe. Just kidding. Well we did take those together in grad school, but not a “personal finances” class like you are talking about.

We are both knowledgeable though due to our education so there isnt really a need. And we agree on how we want to handle our finances and are comfortable with our lifestyle and savings and retirement plan so we are good to go!

I do think its a good idea. A good class will teach you more than “pay bills ontime”

but talk about when to get life insurance and why and what time

About the difference investment vehicles and when to use them and why (IE ROTH vs Traditional vs 401K) learn the difference between stocks, mutual funds, balancing a portfolio etc.  

Post # 7
6572 posts
Bee Keeper
  • Wedding: February 2010

We go to a financial advisor.

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