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Couple Money Podcast


Apr 14, 2015

Want to get on the same page with your money? Carl Richards, NY Times money columnist and author, shares tips on to create a one-page financial plan! 

Get on The Same Page with Your Finances and Lives

Want to get on the same page with your money? Carl Richards, NY Times money columnist and author, shares tips on to create a one-page financial plan!

If you've been in this community for a while, you know our main goal is building your marriage and net worth together

By making it a team effort, you will not only hit your financial goals, but you two will have a happier relationship. 

The question that comes up a lot, though, is – how do you get on the same page with money? How do you start talking about money? 

For many in our community, it's challenging because we seem to have married our financial opposites. 

You may want to save for early retirement while your spouse wants to enjoy the money now. You may have plans to invest in index funds, but your spouse is looking at real estate. 

The good news is those differences can be a tremendous source of strength as you can evaluate things from different perspectives. 

The trick, though, is creating a system where you can both play to your strengths. 

How can you get on the same page and develop a game plan that works for both of you?

We're going to look into that today with Certified Financial Planner and NY Times columnist Carl Richards.

His latest book, The One-Page Financial Plan, offers a way you two can connect not just with your finances, but your lives.

In today's episode we get into: 

  • the most important question you two need to answer about money
  • how you can plan for retirement with just three guesses
  • how a financial plan can cover more about your marriage than just the numbers

If you hate the complex equations and almost confusing jargon thrown out by financial experts, then listen in.

Carl breaks it down into practical steps and doable strategies.

Hope you enjoy! 

Resources to Get on the Same Page with Money and More 

Looking to create your financial plan together? Here are some resources to make things easier! 

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