Managing Money as a Couple: Yours, Mine, Ours, or Something Else Entirely? Ep 142
- Author
- Dr. Jay Zigmont, CFP® & Bri Conn
- Published
- Wed 11 Jun 2025
- Episode Link
- None
How should couples manage money when marriage isn’t a given and independence still matters?
In this episode, Dr. Jay and Bri break down what it really means to combine (or not combine) finances as a couple, especially when you’re Childfree. Whether you’re all in on joint accounts or prefer a roommate-style setup, they cover the legal, emotional, and financial conversations that actually make it work. From disability and debt to fruit dresses and prenups, this episode tackles the nuances of doing life and money together, your way.
We'll cover:
- (00:00) Navigating Finances as a Couple
- (02:49) Understanding Marriage and Finances
- (06:05) The Importance of Financial Planning Together
- (09:09) Exploring Different Financial Structures
- (11:57) Weekly Financial Check-ins
- (14:45) Managing Separate Finances
- (17:54) Creating Joint Goals and Agreements
- (20:54) Finding Fairness in Contributions
- (24:06) The Role of Documentation in Financial Planning
- (27:13) Final Thoughts on Financial Structures
Mentioned in this Episode:
- Join the Childfree Trust Waitlist: https://childfreelegacy.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
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The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
