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In this episode, we ask:

• What’s the history?
• What’s the opportunity?
• What am I talking about?
• What are the implications of your financial plan when you try to go it alone?
• What about economies of scale?
• What about the tax advantages of joint filing?
• What are the other benefits?
• What about net worth?
• What did the Federal Reserve survey of consumer finances say?
• What happens in divorce?
• What patterns has Mark observed?
• How about a case study?
• What is the best gift?
• What does the relationship help you become?
• What offers guaranteed growth and protection?
• What about funding life’s milestones?
• What about legacy building for future generations?
• What about tax advantages?
• Who wants to send a valentine to the I.R.S.?
• What about dreams and goals?
• What about gifts?
• What does everyone want this year?