Dealing with money topics with a partner can be stressful and particularly stressful for the person who is not the "money person" in the relationship.
In this episode, I help outline a way that you can very simply explain your entire money life to your partner without getting into the weeds of technicalities.
The high level details of your financial life can fit on a single page under the following categories:
1. What do you have?
2. What do you owe?
3. Where are you going?
4. What if...?
Do more if you want! But start here to end the year on a note of transparency, clarity and openness.
Want a personalized retirement plan?
Retirement Readiness Scorecard 🇨🇦
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The Canadian Money Roadmap