Money and Marriage Podcast

Financial planning with a Certified Financial Therapist™ Practitioner isn't just sitting on the stereotypical couch, talking about your feelings. In this episode, we discuss how I help the couples I work with get financial breakthroughs in their marriage and how this kind of work can help you generate a financial ROI. Book a FREE breakthrough session here: http://pacesetterplanning.com/contact

In this episode, we discuss 5 common pieces of financial advice that mislead couples (and the realities behind them). To get a copy of my book for 50% off Amazon prices, visit http://marriagecenteredmoney.com/book To book a FREE breakthrough session, visit http://pacesetterplanning.com/contact

Longtime listeners of the podcast will know that I view the question about combining finances in marriage with much more nuance than you often see in financial media. While I don't believe that all couples should always combine all of their money, I see real problems with keeping *everything* separate. We discuss these challenges, and what to do about them if you and your spouse have all of yo...

If you dream of being able to retire early, this episode is for you. Tune in to why I think millennials who pursue early retirement are missing out on bigger and better goals. To book a FREE breakthrough session with me, visit pacesetterplanning.com/contact The article mentioned in this episode: https://finance.yahoo.com/economy/article/millennials-want-to-retire-in-their-50s-the-math-doesnt-work-...

If you have children 17 and under, is it worth opening a new "Trump Account" to invest for their future? Or, is your money best put elsewhere? In this episode, we discuss the use cases for the new Trump Accounts, and when it might make sense to skip them. To book a FREE Breakthrough Session, visit https://pacesetterplanning.com/contact

In this episode, we discuss how to think about your finances and pivot, when needed, in uncertain times. To book a FREE breakthrough session, visit https://pacesetterplanning.com/contact

In financial planning, the questions are sometimes more important than the answers. In this episode, we discuss the idea that if you want to achieve your goals and use your money to live out your dreams, you need to make sure you're asking the right questions. To book a FREE breakthrough session, visit https://pacesetterplanning.com/contact

Newer isn't always better. There are a lot of new financial technology companies out there with impressive tech stacks and features to help you... but I usually don't recommend them. Tune into this episode to learn the risks of working with (some types of) fintech startups. To book a FREE breakthrough session, visit https://pacesetterplanning.com/contact

It's tempting to think that more income will solve all of your financial problems... but in reality, it usually doesn't work out that way. In this episode, we discuss why even those with high incomes can get financially stuck and cover three strategies you can use to overcome this common dilemma. To schedule a FREE breakthrough session, visit  https://pacesetterplanning.com/contact

Learn how high-income couples can look for financial blind spots and accelerate their financial progress once they've built their financial foundation. To schedule a FREE breakthrough session, visit https://pacesetterplanning.com/contact

Five strategies high-income couples can use to make faster and more durable financial progress. To get a copy of my book for 50% off Amazon prices, visit http://pacesetterplanning.com/book

When couples aren't on the same page about money, they often view this as a) uncommon, and b) a weakness. In this episode, we discuss why neither of those things need to be the case. To book a FREE breakthrough session, visit https://pacesetterplanning.com/contact

In this episode, we discuss strategies high-income couples can use to set goals for the new year that will actually stick. Download our new FREE guide, "5 Money Moves Every Couple Needs to Thrive in 2026": https://pacesetterplanning.com/moneymoves/ To book a free breakthrough session, visit  https://pacesetterplanning.com/contact

We'll be back to our normal content on New Year's Day. For now, enjoy a pointless, needlessly deep dive into obscure Christmas and holiday tunes. To book a free breakthrough session, visit https://pacesetterplanning.com/contact

Deciding how to set up your bank and investment accounts is only the first step. In this episode, we discuss how to implement a cohesive financial strategy to make all of the components of your finances work together. Download our new FREE guide, "5 Money Moves Every Couple Needs to Thrive in 2026": https://pacesetterplanning.com/moneymoves To download a free chapter of Bill's book a...

In this episode, we discuss a brand new critical income tax deduction for 2025, who is eligible to claim it, and some steps to take if your income is too high to claim the deduction. Want me to figure all of this out for you? Book a free breakthrough session at https://pacesetterplanning.com/contact/

In this episode, learn: Why you shouldn't think about an engagement ring as a traditional "investment" How to approach setting a budget for an engagement ring The best way to buy an engagement ring How to get the best bang for your buck ...and more! To book a free breakthrough session, visit https://pacesetterplanning.com/contact

In this episode, we discuss five (or so) specific financial mistakes I often see couples make - from cash and investment strategies, to home buying, to taxes, and everything in between. To book a free breakthrough session, visit https://pacesetterplanning.com/contact

In this episode, we discuss a tweak you can make to your investing strategy to (hopefully) improve your long-term financial outcomes. If you have a Roth IRA or Roth 401(k), this episode is for you. To book a free breakthrough session with Bill, visit  https://pacesetterplanning.com/contact

In this episode, I share six money management tips for couples who are in a busy season of their lives. To book a free breakthrough session with Bill, visit https://pacesetterplanning.com/contact

In this episode, I share a few exciting updates about the future of the podcast and give a sneak peek of what's to come in 2026. To book a free breakthrough session, visit https://pacesetterplanning.com/contact/ To download our new free resource '5 Money Moves Every Couple Needs to Thrive in 2026', visit https://pacesetterplanning.com/moneymoves To check out the Newlywed Money Bootcamp...

It's very common for one spouse to feel excited about improving your family's finances, while the other feels hesitant, overwhelmed, or skeptical. This episode is for the spouse who knows that financial planning could transform your life and marriage, but doesn't know how to get your spouse on board. To book a free breakthrough session with me, visit https://pacesetterplanning.com/cont...

Money management in second marriages comes with unique emotional and logistical complexities - especially for high income couples. In this episode, we discuss a number of strategies to consider when getting remarried. To book a free breakthrough session, visit https://pacesetterplanning.com/contact

If you've been married for a few years (or more!) but never got around to figuring out whether (or how) to combine finances with your spouse, this episode is for you. The Newlywed Money Bootcamp is my 14 day program to help couples build their financial foundation together. Even if you've been married for a while, check it out at https://pacesetterplanning.com/bootcamp/ To book a free brea...

Good investments go far beyond what you can find in a brokerage account or a 401(k). In this episode, we discuss a variety of ways to invest in yourselves and in your marriage. To book a free strategy session, visit http://pacesetterplanning.com/contact