The ONE Thing cover image

The ONE Thing

173. Getting on the Same Page with Money | A Couples Goal Setting Retreat Case Study

Jan 21, 2019
Jenn Lewis and JP Lewis, dynamic duo in the real estate world, share their decade-long journey from constant money fights to financial harmony. They unravel the magic of annual goal-setting retreats, shedding light on emotional buy-in and the importance of aligning values. Jenn’s insights inspire couples hesitant about collaboration, while JP emphasizes reshaping finances towards meaningful experiences. Discover how community support can elevate your partnership, making financial discussions fruitful and your goals more achievable!
53:12

Podcast summary created with Snipd AI

Quick takeaways

  • Couples can significantly reduce financial conflicts by engaging in structured annual goal-setting retreats that foster open communication about their priorities.
  • Being part of a supportive community of goal setters provides accountability and fresh perspectives that help couples enhance their goal-setting journey.

Deep dives

The Importance of Couples' Goal-Setting Retreats

Setting joint financial and life goals is crucial for couples, as individual aspirations can often lead to conflicts, especially regarding money. A decade ago, Jen and JP began their annual goal-setting retreats, which started with simple questions aimed at fostering communication and alignment on their priorities. These retreats have evolved into a structured process, including weekly check-ins, ensuring they remain on the same page. The benefits of this practice include enhanced understanding of each other's goals and a significant reduction in financial disagreements.

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