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BiggerPockets Money Podcast

The Money Date: What Couples Should (& Shouldn't) Do to Align Finances

Dec 31, 2024
Couples, it’s time to schedule those essential money dates! Explore fun and engaging ways to align your financial goals together. Learn how to create an open dialogue that keeps both partners motivated and accountable. Discover practical tips for making financial discussions enjoyable, tracking expenses collaboratively, and celebrating successes. With the new year approaching, now is the perfect time to plan constructive conversations and strengthen your financial partnership!
57:43

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Quick takeaways

  • Establishing regular 'money dates' allows couples to engage in meaningful discussions about financial goals and aspirations for alignment.
  • Effective communication during money dates should focus on shared objectives and avoid blame to foster a collaborative atmosphere.

Deep dives

Setting Financial Goals as a Couple

Establishing financial goals for 2025 is crucial for achieving financial independence as a couple. Regular discussions about finances encourage alignment and commitment to shared objectives. Couples who set aside time for financial planning together often find it easier to move towards their goals, as both partners are engaged in the process. This practice, often referred to as a 'money date,' creates a dedicated space for meaningful conversations about financial aspirations.

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