BiggerPockets Money Podcast

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

12 snips
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!
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ADVICE

Peak State Money Dates

  • Schedule a "money date" with your partner when you're both in a positive mood.
  • This avoids resentment and promotes productive goal setting.
ADVICE

*No Accusations *

  • Frame the money date as a collaborative effort, not a confrontation.
  • Focus on shared goals and avoid blaming your partner for past financial decisions.
ADVICE

Preparedness and Vision

  • Come prepared with a vision for your financial future together, showing you've put thought into it.
  • This demonstrates initiative and encourages your partner's active participation.
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