Getting on the Same Page as Your Partner Financially - Expert Edition Episode 25 (Classic Episode)
Podcast: Financially IntentionalPublished On: Tue May 23 2023
Description: Send us Fan MailIn this episode, Certified Financial Planner Leisa Peterson shares her insights on getting on the same page with your partner financially. Drawing from her personal experience and working with couples, she emphasizes the importance of open communication and regular conversations about money. Lisa discusses how aligning financial behaviors and beliefs can lead to a healthier relationship with money. She highlights the significance of expressing individual needs and expectations to avoid misunderstandings. Additionally, she advises setting goals together and regularly tracking progress as a way to foster a positive financial journey. Through relatable anecdotes and practical tips, this episode offers guidance for couples seeking to navigate money matters and strengthen their financial partnership.Below is a summary of what topics we discuss:Commingling moneyGetting in alignment and finding common groundUnderstand your and your partner’s money identityShare what’s important to you, don’t expect your partner to read your mindTips on having money conversationsCreating annual, semi-annual, and quarterly goalsSupport the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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