Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio
In this commentary from a recent Family Business Radio episode, host Anthony Chen underscores that beyond monetary concerns, understanding what constitutes happiness for couples is crucial.
Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.
Transcript
Now it was closing out the show as a kind of our regular listeners, a segment called Anthony’s Financial Take, as you all hear of setting boundaries, having communication in a family business being the key hallmark of being able to have a successful or a little contentious working relationship.
Not so much different in the financial world, especially as I’m working with families. The conversation or attention sometimes comes around, especially when money subject matters coming to mind. The biggest question isn’t so much what is the dollar amount? What is not just only the monthly budget or what is the retirement number look like?
But more so, what is happiness for us as a couple? And for our listeners my question revolves around a lot of purpose and kind of drawing back to the origin of the story. What got us together? And let’s not forget that. So that when we do chart a course, whether it’s for retirement planning or succession planning for the family business, we can always go back to that North Star, and that’s a little bit closing out from Anthony here.
Thank you for listening in to Family Business Radio.
Anthony Chen, Host of Family Business Radio
Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.
Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.
The complete show archive of Family Business Radio can be found by following this link.
