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#224 - Unlocking Financial Intimacy: A Guide to Money Dates

Author
Anna Sergunina
Published
Wed 14 Feb 2024
Episode Link
https://annasergunina.com/captivate-podcast/224-a-guide-to-money-dates

Money Dates aren't just about numbers; they're about strengthening your relationship through open communication and shared financial goals.

Here's how to make the most of your money dates:

  • Set the Mood: Create a special atmosphere to foster comfort and relaxation.
  • Agenda: Outline topics to cover, from budget reviews to long-term financial plans.
  • Open Communication: Encourage honesty and transparency about financial concerns and aspirations.
  • Goal Setting: Align your financial goals as a couple, both short-term and long-term.
  • Budget Review: Evaluate your budget together, making any necessary adjustments.
  • Celebrate Progress: Acknowledge and celebrate financial milestones and achievements.
  • Plan for the Future: Discuss upcoming financial decisions and changes.
  • Regular Check-Ins: Make money dates a routine to maintain financial accountability and alignment.

On Instagram, @moneybossparent DM me “Money Date” and I will send you my Money Date Checklist.

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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.

Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.

 Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!

FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.

Links mentioned:

EP #217-Alternative to Mint.com- Monarch Money

Guest website: www.mainstreetplanning.com

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