Money Dates

“It really scares me when clients have done really well with a certain stock, and they tell me, ‘There's no way this isn't going to keep doing well.’ That, to me, is a red flag.” For high earners at tech and growth companies, wealth often arrives not as salary but as equity. It accumulates quietly until a single position dominates the portfolio. Our hosts, Natalie and Dan Slagle, call this the con...

“Regardless of where you stand politically, it is right for everyone to assess all of their options.” Our hosts, Natalie and Dan Slagle, spend this episode demystifying the newest entrant in kids' savings vehicles: the Trump Account, the tax-advantaged investment account for American children that begins accepting contributions on July 4, 2026. Structurally, the account behaves like a hybrid betwe...

"Where the magic really happens is when you can marry your head and your heart." Many people assume upsizing is about wanting a bigger house. Our hosts, Natalie and Dan Slagle, talk to real estate broker and former architect Tracey Henkels, who says it’s actually usually about adapting to a new stage of life. Growing families, aging parents, remote work, changing school needs, and even grandchildr...

"You are not an average person, so don't make average financial decisions." Most financial advice is written for the middle. It assumes median incomes, median choices, and median ambitions. But what happens when you're not median? Some of the most widely repeated rules in personal finance don't apply to everyone, and breaking them, intentionally, might just be the smartest move you make. Our hosts...

“Transparency was the keyword from the beginning. We don't want to repeat the same mistakes we made before.” As a newly married couple, there’s never a perfect moment to have the money talk. The same goes for couples who’ve been married before. In fact, that conversation needs to start on day one. Our hosts, Natalie and Dan Slagle, sit down with guests, PJ and Jessica, who are now engaged and buil...

"Never stop talking about what feels fair or doesn't feel fair. It really should be an ongoing conversation that doesn't stop. That's just part of the dynamic of a living relationship." Our hosts, Natalie and Dan Slagle, chat with Kaylin Dillon. Getting married at 21 with a prenup she barely understood is what turned Kaylin into one of the leading voices on financial agreements between couples. Wh...

"I want our daughter to see us actively choosing a response or a purchase, not because it's about affordability, but because it's about values." When you have the means to say yes to most things, choosing not to, especially when it comes to your kids’ wants and needs, becomes an act of intention. As parents to a toddler not yet two, our hosts, Natalie and Dan Slagle, turn the lens on themselves. T...

"Before you can have a good relationship with money with your partner, you need to have a good relationship with money with yourself." Most couples walk into their first marriage carrying financial secrets they don't even know they have. Today’s special guests walked into their second one with their budgets open and their histories laid bare… and it made all the difference! Our hosts, Dan and Nata...

"Perfection gets in the way of good. If we're reaching for perfection, then we'll miss the opportunity to make a good decision and inevitably make no decision, which will be poor." Death is the conversation most couples never have. Not because they don't care, but because they're too busy living. Our hosts, Natalie and Dan Slagle, sit with that discomfort in today’s conversation, walking through w...

"If I was giving myself advice that I didn't follow, it would be to take more vacation... Can't get those days back. We're making up for lost time." What does it look like when two high-achieving lawyers, each starting over after a first marriage, blend their families and build a genuinely thoughtful financial life together? Our hosts, Natalie and Dan Slagle, sit down with guests, Theresa and Rob,...

"Give yourself a North Star to where you want to be in your finances and make sure that that's where your money goes." What does it actually look like when two self-employed people build a financial life together from scratch, with no safety net, no employer benefits, and two kids in tow? AJ and Becky sat down with Dan and Natalie to answer that question with radical honesty! Their story begins wi...

“We want money to be a tool and reason why couples stay together, not why they break apart.” Talking about money with your partner every single month sounds like a chore. And it can be if you and your spouse go into it unprepared. That’s why our hosts, Natalie and Dan Slagle, built a framework to make it less painful! First, start with feelings before figures. Ask your partner how they're feeling...

“It’s one thing to talk about the numbers. It’s another thing to actually look at the homes that you’re purchasing for that price point.” What happens when financial planners face their own home-buying crossroads? Our hosts, Natalie and Dan Slagle, pull back the curtain on their decision to walk away from homeownership despite having the pre-approval, down payment, and professional know-how to mak...

“Your goals should reflect your own capacity to hit those goals and not comparison to the rest of the world.” What makes a financial goal stick? Our hosts, Natalie and Dan Slagle, tackle the psychology behind why most New Year's resolutions fail by January's second Friday, dubbed "Quitter's Day" by fitness app Strava! The usual culprits are vague aspirations, borrowed goals from social media, too...

“I feel like the goal today is really just to normalize what we've learned throughout the year, normalize financial mistakes, and also financial growth.” What does financial transparency really look like? Our hosts, Natalie and Dan Slagle, open their books (literally!) to share the unfiltered reality of their 2025 financial journey. The highs were high. Their financial planning practice achieved 1...

"There’s just this guilt that comes along with [not giving away wealth].” Why do successful professionals earning $300,000+ struggle to give charitably? Our hosts, Natalie and Dan Slagle, tackle this uncomfortable reality by drawing from their own experiences. So what are the usual barriers? The Slagles break it down by practical and psychological . Lifestyle creep consumes income through fixed ex...

"The theme of this is inflation isn't the problem, it's us. It's our expectation." What if the real culprit behind your financial stress isn't rising prices, but rising standards? Our hosts, Natalie and Dan Slagle, get brutally honest about their own household spending, and explain why inflation might be the easy scapegoat when lifestyle creep is the actual problem. After consistently overspending...

“Your mental health is absolutely worth some weight in this conversation, if not more than the financial needs.” What if the price of your high-paying job is slowly draining the life you're working so hard to build? As our hosts, Natalie and Dan Slagle, discuss in today’s episode, burnout among high-income professionals is a real thing! Many successful professionals in consulting and tech are exha...

"Default is always the easiest option. I will also say, it is not [always] the best option for you.” With open enrollment season in full swing, our hosts Natalie and Dan Slagle dive into a dilemma that has plagued many married couples (and people in general) during this time of year: choosing workplace benefits. For many, open enrollment means defaulting to last year’s plan out of fatigue or confu...

“Creating a space to have these conversations where the two of you can maintain your emotions and be very open about what your feelings are, why you want something, why you don't want something, actively listening – That’s just great practice for setting up your household finances in general.” What happens when one spouse has their heart set on a $20,000 pop-up camper and the other isn't buying it...

"It's so important to have these conversations before the event occurs, and maybe even before the booking happens.” Our hosts, Natalie and Dan Slagle, talk about dealing with that awkward moment when the check arrives after a meal, and how it translates to splitting expenses in general with friends and family. They give an example of how group vacations can intensify financial tensions. On this pa...

“You get to celebrate the highest of highs with each other, but also you have to deal with the lowest of lows, whatever that may be for your business." Our hosts, Natalie and Dan Slagle, pull back the curtain on what it's really like to run a business together as a married couple. After six years of building Fyooz Financial Planning from their shared desk in Natalie's mom's townhouse, they're read...

“The decision is going to be made in some way, shape, or form. Wouldn't it be nice if you were a part of that decision-making process, or if you just took that off the hands of your loved ones? That's the best gift you can give people if you were to pass away.” Our hosts Natalie and Dan Slagle tackle the uncomfortable but essential topic of estate planning—or as Natalie now calls it, planning for...

“We do like to make sure our clients are really balancing the living for today while protecting their future selves as well.” Your emergency fund should cover three to six months of expenses. But how should you adapt your financial strategy when your savings account balance keeps growing beyond that target? Our hosts, Natalie and Dan Slagle, tackle this surprisingly common problem that leaves many...

"If it feels like you're being kind of sleazy about something, then you're probably being sleazy about it." Our hosts, Natalie and Dan Slagle, tackle one of the most uncomfortable topics in relationships: financial infidelity. When couples hide money matters from each other, they're essentially combining the top two causes of divorce into one explosive cocktail. But as they discover, the definitio...