Money and Marriage Podcast

Learn what smart taxpayers are doing to take advantage of the provisions in the One Big Beautiful Bill Act relating to child investment accounts, charitable giving deductions, itemized deductions, and more! To book a free strategy session and discuss a detailed tax plan for your family for the year, visit http://pacesetterplanning.com/contact

Many couples avoid difficult money conversations because they fear conflict, judgment, or anxiety. But ignoring financial discussions doesn't make the challenges disappear - in fact, it makes them harder to fix later. In this episode, we discuss how to break out of the cycle of avoiding tough money conversations and how to set yourself up for success in talking about money with your spouse. Have q...

Real financial planning isn't just about fixing problems - it's about dreaming big, setting tangible goals in alignment with these dreams, and creating a life that you love. In this episode, we discuss how to shift from just getting by financially to financially thriving. Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit ⁠https://pacesetterp...

Many high-income couples assume that making more money will solve their financial stress. But more income on its own might not give you financial security or piece of mind. In this episode, we explore why making more money doesn't automatically lead to financial success - and what to do about it. Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com...

All of us have blind spots when it comes to aspects of our financial lives. In this episode, we discuss some of the most common blind spots I see couples facing when it comes to their finances and how to handle them. Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit ⁠https://pacesetterplanning.com/contact

We tend to think of money as a purely quantitative topic. But in reality, money is deeply rooted in our emotions, values, and our personal histories. This episode explores why money triggers such strong emotions, how these emotions drive and shape our financial behaviors, and discusses some strategies couples can use to make good financial decisions in the context of our emotions. Have questions o...

A financial plan for your family will only work if it reflects both you and your spouse's values, goals, and long-term dreams. In this episode, we break down the three key steps you need to create a financial roadmap for your family that honors both of your perspectives to help you strengthen your financial bottom line and your marriage. Have questions or want to schedule a free breakthrough s...

In this episode, we discuss the conversation you should have with your spouse to align your money with what's most important to you as a family. To get a copy of my book, Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together , visit http://marriagecenteredmoney.com/ Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning....

Not being on the same financial page as your spouse can take many forms. Whether you're fighting about money or avoiding talking about it entirely, many couples don't realize the damage financial disconnection is doing to their marriage until it's too late. In this episode, we explore the hidden emotional and financial costs of not being on the same financial page. Have questions or want to schedu...

One of the most common sources of money fights for couples is over personal or discretionary spending. In this episode, we discuss a few different ways to build "fun money" into your budget without fighting about money or derailing your goals as a family. Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com

Nervous about how the stock market will react to tariffs, potential trade wars, and everything else in the news? This is the episode for you. Learn the #1 question you need to answer before reacting to fears of a stock market downturn, and much more! Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com

In this episode, we discuss eight specific money steps you should take as you get ready to have a child. Plus, an exciting personal annoucement that may or may not be related to the episode topic! Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com

When most of us think about financial differences in a marriage, differences about saving and spending preferences are usually the first things that come to mind. But couples disagreeing about whether and how they should be taking investing risks, or financial risks more broadly, are just as common. In this episode, we discuss how to handle these disagreements in detail. To book a free breakthroug...

Back in episode 146, we discussed how to set financial resolutions that actually work. So rather than rehash this topic in our first episode for 2025, I wanted to dive into a growing financial trend that worries me and what to do about it. To schedule a free breakthrough session with me, visit  ⁠ https://pacesetterplanning.com/contact

Two different thoughts on how to approach financial changes in 2025. To schedule a free breakthrough session with me, visit ⁠https://pacesetterplanning.com/contact

What can the Cold War teach couples about financial conflict? More than you might think. Tune into this episode of the Money and Marriage Podcast to learn more. To schedule a free breakthrough session with me, visit  ⁠https://pacesetterplanning.com/contact

In this episode, we discuss the various factors you should consider when picking a health insurance plan. To schedule a free breakthrough session with me, visit  ⁠https://pacesetterplanning.com/contact

If you've ever looked at a compound interest graph and wished that you were able to start investing sooner, this episode is for you. To schedule a free breakthrough session with me, visit  ⁠https://pacesetterplanning.com/contact

Whatever it is that you're worried about financially - you're not alone. And if you look around at your peers and feel like you're behind, know that it many cases, there's more going on in other people's financial lives than meets the eye. To schedule a free breakthrough session with me, visit  https://pacesetterplanning.com/contact

Financial planning for couples will help you get on the same financial page, set ambitious and extraordinary goals, and achieve them. Usually, the results that couples get from my financial planning process occur in four distinct phases. We discuss each of them in this week's episode. Episode 136 - Measuring Results in Financial Planning for Couples To schedule a free breakthrough session with me,...

We've done a few different episodes on how couples should set up your bank accounts and how they should budget... but we've spent very little time talking about how couples should *manage* their budget. In this episode, I share my proven, four-step process for couples to manage their money together - in only twenty minutes per month! To schedule a free breakthrough session with me, visit https://p...

Yes, there is a reason we're talking about New Year's Resolutions in September. Tune into the episode to learn more! To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact Past episodes mentioned: #105, Summer Vacations Shouldn't Derail Your Savings Plan https://open.spotify.com/episode/7whumRAezAavz7TtIkGwXh?si=158a1938bdce4e8c #107, Make Faster...

There are a lot of financial decisions when you get married. Here are 35 tips to help you and your spouse handle your newlywed finances. To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact/

Most couples dislike budgeting... and not coincidentally, most couples approach budgeting the wrong way. In this episode, learn the right way to build a budget as a couple - without fighting about money - in a way that you'll actually stick with! To access the resources mentioned in this week's episode, email me: bill@pacesetterplanning.com To schedule a free breakthrough session with me,...

If you and your spouse have ever felt paralyzed by big, difficult financial choices, this episode is for you. Learn two (and a half) specific exercises you can use to improve your financial decision-making in your marriage. To schedule a free breakthrough session with me, visit  https://pacesetterplanning.com/contact