Claim OwnershipMoney and Marriage Podcast
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© Bill Nelson
Description
Explore the intersection of money and marriage with Bill Nelson, a Certified Financial Therapist-Level I™ Practitioner and a Certified Financial Planner™. Bill founded Pacesetter Planning in 2016 to help couples get - and stay - on the same financial page.
In this podcast, you will learn how to:
➡️ Make finances a source of strength in your marriage, rather than a source of stress
➡️ Implement financial strategies beyond generic rules of thumb that are specifically tailored to your money habits and values as a couple
➡️ Use your money to create the lives you love - together
In this podcast, you will learn how to:
➡️ Make finances a source of strength in your marriage, rather than a source of stress
➡️ Implement financial strategies beyond generic rules of thumb that are specifically tailored to your money habits and values as a couple
➡️ Use your money to create the lives you love - together
137 Episodes
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In this episode, I share what I've learned on my journey from being a financial planning math nerd, to being unexpectedly dubbed a "financial therapist" by several clients, to becoming a Certified Financial Therapist-I™ Practitioner. People often have a preconcieved notion about what financial therapy is - and what it isn't - and we explore these ideas in detail in this episode.
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
Prior episodes mentioned in the podcast:
#2 - My Money and Marriage Story
#44 - The Rider, the Elephant, and "Retail Therapy"
The three step framework couples should use to measure progress in their financial plan.
Want to learn more? Head to the new and improved https://pacesetterplanning.com/
Back in March, the National Association of Realtors agreed to pay $418,000,000 to settle a series of lawsuits about realtor compensation.
Longtime listeners of the podcast will know that I've had quite a bit to say about how the real estate industry operates over the years... and while I had initially planned to wait until some of the details were ironed out before weighing in, there were a few things I needed to get off my chest. Enjoy this episode of the podcast!
Over the past six months or so, I've received a number of questions from listeners of the podcast about my work. In this week's episode, I answer a few common questions and take you behind the scenes of my website revamp.
To schedule a free breakthrough session, visit https://pacesetterplanning.com/contact
"What happens if _____ changes in the future?" is one of the most common questions I get from my financial planning clients. In this episode, we discuss three of the most common future changes I get asked about - college savings, retirement savings, and Social Security.
Money is a really difficult subject to talk about. And at the same time, we all know that communication is one of the keys to a strong marriage.
In this episode, we discuss specific tips on how to set up your financial conversations for success, some specific communication patterns to focus on, and how to structure financial conversations to decrease money fights.
For more tips, check out my book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together at https://marriagecenteredmoney.com/book
To get your new family off on the right foot, it’s critically important to have a proven strategy for how to merge finances after marriage. In this episode, we discuss nine tips for couples on how to combine finances in a way that is customized to you and your spouse's unique money habits, attitudes, and values.
Check out my book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together at https://marriagecenteredmoney.com/book
If you want to read the article I mentioned toward the end of this episode on picking health insurance plans, check out https://pacesetterplanning.com/pickinghealthinsurance/
In this week's episode, we discuss the one question I'll never answer for a client, and why I won't answer it. We then shift gears to focus on how to think about the underlying question in a way that is more in line with the goals in your plan.
Additionally, we discus a scheduling change - episodes will now be coming out every other Thursday, but they will be significantly longer than previous episodes. Love the format change? Hate the format change? Either way, email me (bill at pacesetterplanning dot com) and let me know!
In this week's episode, we highlight four of the most common financial questions and issues that couples face, and reference several statistics and academic research findings that I often see cited in each of these areas.
Unfortunately, I often see people draw false or incomplete conclusions from these data points. My hope is that by adding some context based on what I’ve seen work for hundreds of couples, you and your spouse will be able to avoid some of the most common money and marriage problems I see.
Want help working through these items? You can book a free, no-obligation intro call at https://pacesetterplanning.com/contact
In this week's episode, we walk through four specific steps you can take to get on the same financial page as your spouse.
If you'd like access to the full "get on the same financial page" video series mentioned in the episode, head to
https://newlywedfinancialsuccess.com/samepage
And if you'd like to build the foundation of your family's financial plan in the next two weeks, I encourage you to enroll in the Newlywed Money Bootcamp: https://newlywedfinancialsuccess.com/bootcamp
Roughly 80%-90% of New Year's Resolutions fail. The data varies from study to study, but research consistently shows that New Year's Resolutions are not an effective way to create lasting change.
In this episode, we discuss a strategy to make your 2024 financial goals much more likely to stick.
Overspending, emotional spending, or "retail therapy" is a topic you'll hear plenty about on financial blogs... but I like to think this is a little bit of a different twist on the subject.
In this "throwback" episode of the Money and Marriage Podcast (originally published three years ago!), we explore some strategies to handle emotional spending. Enjoy!
There are two ways to make money: by working for income (getting paid by others), or by building assets (getting paid by things that you save or build).
In this week's episode, I take you behind the scenes to share my perspective on the difference between these two types of incomes, and share a change I'll be making to this podcast in early January based on this concept.
If you (or your partner) were presented with a great job opportunity, but it required you to relocate halfway across the country... would accepting the job be a no-brainer decision, completely off the table, or something to discuss?
There's no universally right or wrong answer to this question, since it involves balancing multiple priorities for your family. This week's episode will help give you a framework to work through this issue if it were to ever arise for your family.
You might not think of Charles Dickens' novel "A Christmas Carol" as a good place to learn investing principles... but there's one line of the book that highlights the importance of international diversification in a way you might not expect. Tune into this week's episode to learn more!
"If you don't make a change, bad things are going to happen in the future." You often hear financial planners use this sort of language to try to inspire you to pay down debt, increase your retirement savings, and so on.
The problem with this sort of sentiment is that it often does very little to actually *inspire* change. This sort of sentiment ignores a key step in the process to create meaningful and lasting change. We dive deeper into this concept - with an assist from a famous story - in this week's episode.
Most of us are hard-wired to focus more on our financial stresses and anxieties than our financial successes. And while there's certainly nothing wrong with spending most of your energy working on your financial stresses, spending too much time focusing on the negative can burn you out, make you disengage, or lead to money fights.
In this special Thanksgiving edition of the Money and Marriage Podcast, I talk through the benefits of starting financial conversations with what's going *well* rather than what's going wrong.
Back in Episode 102, I cautioned about relying on forecasts from "expert" mortgage lenders who expect mortgage rates to fall in the next year or two.
This statement prompted a great question that I wanted to discuss in this week's episode: what's the difference between making decisions based on these sorts of interest rate forecasts and making investment decisions based on expectations around how much you expect your investments to earn? Tune in to learn more!
To schedule a free consultation with me, visit https://pacesetterplanning.com/contact
It's hard to believe that I started my company seven years ago this week! In this episode, I share seven lessons that I've learned over the past seven years about money, marriage, and everything in between.
To book a free breakthrough session with me, visit https://pacesetterplanning.com/contact
Done right, financial planning protects your family's future - and sometimes, that means addressing questions that aren't fun to discuss. In this week's episode, I walk through a trend I'm seeing among the millennial couples I meet with, and why you might want to reconsider following this trend. Tune in to learn more!
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