A short YouTube talk by Jayson Lowe urging Canadian couples to work together on a ‘family banking’ approach: spouses should coordinate control of banking functions to keep money working for the family, achieve better financial results, and simplify passing knowledge to future generations. The speaker introduces an upcoming set of rules ("Nelson's golden rules").
This is a whole platform, a whole program that clients will evolve into. And it's really easy to do when both spouses are in lockstep on controlling the banking function as it relates to your needs. Couples have had so much bad experience around the topic of finance and the topic of money because it becomes a function of, I want to do things this way and my spouse wants to do things that way. We don't really see rdi, so we're just going to keep things separate versus you're both going to need the use of money for the rest of your lifetimes. You're both going to need to finance all those things that you need to purchase throughout the course of your lifetime. Let's bring the family together in the implementation of a process that's going to keep the money in the family. It would be completely illogical not to do that. And when spouses are together in lockstep on that, they just achieve such incredible results. And then it's so much easier to transfer that knowledge to future generations. And that brings us to Nelson's first golden rule, which, which is to.
