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Couple Money Podcast

Build Your Marriage and Grow Your Net Worth

What You Should Know About Wills and Choosing Guardians

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Want to make sure your loved ones are taken care of should something happen to you? Learn the essentials about wills and choosing a guardian for your kids! 

Essentials on Wills and Choosing Guardians

So this topic – creating your will and making sure you have your guardians in place if you have kids – is one of those areas of finances we tend to shy away from.
I get it.
It’s boring at best and depressing. 
So today I want to give you the essentials to wills and choosing guardians for your kids without weighing you down.
Thankfully I’m not alone. Jean Dillion is here to help. She’s a certified financial planner at Freedom Financial Counseling
and an Accredited Financial Counselor. 

In this episode we discuss:

  • the essentials of a will
  • choosing guardians to take care of your loved ones
  • whether or not those do it yourselves will online kits are worth it

Hope you enjoy!

Resources on Estate Planning

If you want more information about setting things up for your loved one, here are some posts to check out:

Jumpstart Your Marriage and Money Course

Want to give your marriage and bank account a boost? Pick up Jumpstart Your Marriage and Money course.

Jumpstart focuses on the big wins including earning more. Get LIFETIME access to a four-week course design to help you:

  • Stop fighting about money and create a budget that you BOTH LOVE
  • Automate your money
  • Pay off your debt faster
    Plus more!

You can get lifetime access here!

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.

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Where Should Our Money Go? How to Prioritize and Maximize Your Goals

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Overwhelmed by paying down debt, saving for emergencies, and investing for retirement? Learn how to prioritize where your money should go to maximize returns!

How’s this year going for you?

For us, it’s pretty good. We made some big goals at the beginning of the year including saving up to finish our basement, planning a family trip outside the country, and paying down our mortgage faster.

If you’re trying to tackle several goals at once, you probably understand how slow progress feels sometimes.

Today financial advisor and Family Inc author Doug McCormick and I chat about how to prioritize your goals.

Hope you enjoy!

Resources to Define Your Priorities and Big Goals

Whether it’s a joint or personal goal, there are handy resources available to help you two achieve your dreams.

Jumpstart Your Marriage and Money Course

Want to give your marriage and bank account a boost? Pick up Jumpstart Your Marriage and Money course.

Jumpstart focuses on the big wins including earning more. Get LIFETIME access to a four-week course design to help you:

  • Stop fighting about money and create a budget that you BOTH LOVE
  • Automate your money
  • Pay off your debt faster
    Plus more!

You can get lifetime access here!

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.

Play

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Newlyweds and Finances: Starting the Conversation About Money & More

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With wedding season here, it’s time to discuss newlyweds and finances. What are the essentials every couple should know before merging their money?

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Newlyweds and Finances

Marriage and money can sometimes be complicated, stressful, and tricky when you’re not on the same page. Ideally, you’ll have the conversations before you tie the knot, but even if you’ve been married for years it’s possible to get on the right track together.

This week I was invited to join in on chat hosted by Experian talking about Financial Tips for Newlyweds. We covered a lot of ground. Everyone discussed from personal experience and from what they’ve seen with others couples big issues and questions that come up when you’re married such as:

We covered a lot of ground. Everyone discussed from personal experience and from what they’ve seen with others couples big issues and questions that come up when you’re married such as:

  • key financial items couples should discuss
  • financial information should married couples know about each other
  • advice for newlyweds

I want to share just a few highlights with you.

Hope you enjoy!

Find Out More About the Credit Chat Panel

Special thanks to Zina, Rod, and Christina for the chat. I had a wonderful time with everyone. Experian has these credit chats every Wednesday 3pmET. If you want to hear the whole chat, including:

  • financial documents you need to update and change
  • money management tips do you have for couples who have a large pay disparity or one spouse not working
  • manage finances with a spouse who financially supports extended family members

Please head over to here! 

You can catch Zina and how she became debt free in 3 years at Debt Free After Three. 

Resources to Help Get on the Same Page with Money and More

If you’re looking tips, stories, and advice to make merging finances easier, here are a few to check out!

Thank You to Our Partners

Support for this podcast comes from partners like Personal Capital. Easy to set up & easy to use. You can have all your investments, income, and expenses all pulled into one place.

Did I mention it’s free? Why don’t you give Personal Capital a try today?

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere  and Logan from Music for Makers in this episode.

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The Surprising Way You Two Can Talk About Money (without Stressing Out!)

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Are you two stressed over money? Do your talks end up in fights? Learn an effective and fun way you get on the same page and talk about money!

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The Money Talk vs Money Dates

One of the most popular questions I get is, when should we talk about money?

Having THE money talk is not only intimidating but unproductive. Find out a better, less stressful option in today’s episode.

Jumpstart Your Marriage & Your Money

Stressed over money? Get the guide to building your wealth together!

Jumpstart Your Marriage and Your Money is designed to get you two on an effective and easy system to dump your debt, save for your dreams, and become financially independent in four weeks!

Inside, you’ll learn how to:

  • Stop fighting about money. See how you two can get on the same page with your goals and have fun with money dates.
  • Automate your budget & system. Stay on top of your money without stressing over every penny.
  • Earn and save more money. We’ll go through ways you can slash your expenses and start building some extra income to reach your dreams faster!

Pre-order your copy today!

Pre-Order Bonus

As a reminder, I do have a special bonus. I’m doing a companion course to go along with book. It will be FREE for those who pre-order. So I will go through step by step with you and if you have questions, I’ll find the tools, resources, and answers to help you out.

I will go through step by step with you and if you have questions, I’ll find the tools, resources, and answers to help you out.

Purchase it and email me a copy or screenshot of the receipt and I’ll register you for the course. It’s my way of saying thank you.

Amazon | iBooks | Barnes & Noble | Google Play | Smashwords | Kobo

Thank You to Our Partners

Support for this podcast comes from partners like Personal Capital. Easy to set up & easy to use. You can have all your investments, income, and expenses all pulled into one place.

Did I mention it’s free? Why don’t you give Personal Capital a try today?

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere  and Logan from Music for Makers in this episode.

Play

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Having a Financial Reboot and Becoming Debt Free with Penny Pinchin Mom

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Looking to get out of debt, but feeling frustrated with your progress so far? Learn how you two can get a financial reboot and become debt free! 

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Need a Financial Reboot?

One of the best achievements you two can make with your marriage and money is getting out of debt.

Carrying that burden of debt can be extremely stressful in marriages. One analysis found that money issues account for about 22% of divorces.

With the new year, you may have made it a goal to dump your debt once and for all.

And I hope that you’re doing well with things, but if not, this episode is for you.

I know how frustrating it can be when you’re not making the progress you expect or want to make. You read and hear these stories of couples getting out of a ton of debt in matter of months it seems like you can’t make any headway.

Tracie Fobes, founder of Penny Pinchin Mom, comes on the show to offer practical and real encouragement to get rid of that debt.
In this episode we get into:

  • why you shouldn’t get swept up with what you see online
  • how to embrace the process becoming debt free
  • the challenges and joys of having a financial reboot

Hope you enjoy!

Subscribe to Couple Money Podcast via iTunes, Stitcher, or copy this link to use with a podcatcher of your choice. You can also find me hanging out on Twitter and Facebook!

Resources on Fixing Your Finances

Want to learn more? Here are some resources to check out: 

Thank You to Our Partners

Support for this podcast comes from partners like Personal Capital. Easy to set up & easy to use. You can have all your investments, income, and expenses all pulled into one place.

Did I mention it’s free? Why don’t you give Personal Capital a try today?

Support for this podcast also comes from Divvy Investments. If you’re looking for an easy way to help keep your portfolio on target for retirement without having to link your accounts to yet another service, check out Divvy.

Listeners can get a 10% discount; use the coupon code, “Couplemoney”.

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. I also want to thank Lee Rosevere for music in this episode.

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