Eric is joined by his business partner, Lena Nebel, for a deep dive into the financial aspects of a marriage—from engagement rings to sharing finances and joint accounts.
What is covered during the episode:
- Talking about finances with your partner
- Best practices for purchasing an engagement ring
- Prenuptial/Postnuptial agreements
- Financial roles in a marriage
Guest Bio
Lena M. Nebel, CFP®, MSFS
Lena M. Nebel, CFP®, MSFS is a Principal and the Director of Private Wealth Management at BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Ms. Nebel joined BFG in 2018, bringing with her nearly two decades of financial advisory experience.
Never shying from a challenge, Ms. Nebel has found herself working primarily with engineers and corporate executives—two audiences requiring very high levels of attention to detail and patience. In her mind, being a successful and trustworthy financial planner means taking the time to listen and fully understand each client’s financial situation and having a deep bench of team members to collaborate with—like she has at BFG.
Ms. Nebel discovered her passion for finances at a young age, from setting up lemonade stands as a child to witnessing the financial struggles of her parents as she grew older. After focusing on business in college and interning with different companies in the financial field, she found a calling in financial planning. The variety of clients with unique stories and situations posed a challenge of continuously staying apprised of changing strategies and techniques—a challenge she was excited to tackle.
In 2007 she became the first female president of the Financial Planning Association of Maryland, where she was also presented with a Leadership Award for her board service. Today, her passion for the financial planning process and community is demonstrated through her commitment to various industry organizations and her work as a mentor for up-and-coming advisors at BFG.
Ms. Nebel received a Bachelor of Science in 1999 from York College of Pennsylvania where she helped establish the college’s first Investment Club. After graduation, she received her CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification at the American College and her Master of Science in Financial Services through the Institute of Business and Finance.
Link to the webinar mentioned in the episode:
https://brotmanmedia.com/then-comes-marriage-how-to-merge-your-financial-lives/
Link to Eric Brotman’s latest book:
https://a.co/d/dWYg8XS
