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If you’re on a different FI timeline than your partner, what do you need to keep in mind—particularly when it comes to your tax status? Are there any loopholes to be aware of? Reminder: We are not certified financial professionals, and this is not financial advice—please work with a CFP and CPA.

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Our show is a production of Morning Brew and is produced by Henah Velez and Katie Gatti Tassin, with our audio engineering and sound design from Nick Torres. Devin Emery is our Chief Content Officer and additional fact checking comes from Scott Wilson.

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Mentioned in the Episode

• Married Filing Separately (IRS.gov)

• TaxAct Calculator for tax liability estimates

• The Money with Katie Show episode: How to Pay $0 in Early Retirement

• Pros and Cons of Married Filing Separately (Empower.com)

• Community Property States (Investopedia)

• Money with Katie Instagram video on Guardian Dental

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Transcripts are published within one business day of the episode live date.