

What to do when you disagree about money
30 snips Jul 21, 2025
Sara Jane Maxwell, a financial coach and founder of Wealth Coach, shares her expertise on navigating financial disagreements in relationships. She emphasizes the importance of open communication about spending and saving habits. The podcast discusses emotional challenges couples face regarding money, including differing financial backgrounds and contributions. Sara advocates for structured 'money dates' to enhance financial harmony and understanding. She also introduces visualization techniques to reflect on personal financial relationships and promotes celebrating financial achievements.
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Couples Differ on Money Attitudes
- Couples usually differ in attitudes toward risk, savers and spenders often clash.
- Labels like 'spender' or 'saver' stick and can cause blaming unless consciously addressed.
Sara's Saver vs Spender Childhood
- Sara Jane was a lifelong saver, focusing heavily on growth but missing out on joy.
- Her sister, the spender, freely enjoyed money while Sara swapped money with her sister to 'gain' more.
Finding Balance in Risk Tolerance
- T's partner has a cautious background valuing safety nets, while T enjoys risk-taking.
- They negotiate a middle ground where she invests cautiously, and he pursues riskier assets like crypto.