#114 Bryce and Lisa | How to combine your finances as a couple episode artwork

EPISODE · Jul 31, 2024 · 57 MIN

#114 Bryce and Lisa | How to combine your finances as a couple

from Money Minded · host Terry Condon

Ask us a question or suggest a topic 🤙Bryce and Lisa got together after knowing each other for years. After moving in, they realised they didn't want to live like housemates anymore. But they weren't sure how they could combine their finances. Lisa was conservative and generally liked to keep her money saved. Bryce has run into debt on several occasions, and admits he always saw his money as his own.After seeking guidance, they learned how to work together with their money, and how to set up their money life to achieve their goals. In this episode, they reflect on their journey and share the big lessons they've learned in the process. This episode highlights how being deliberate and intentional with finances can strengthen relationships and help couples achieve their shared ambitions. 00:00 Introduction to Bryce and Lisa's Financial Journey00:39 The Importance of Combining Finances04:10 Early Relationship and Financial Challenges06:09 Traveling and Managing Finances10:55 Joining the money mentorship and Initial Impressions13:09 Setting Up Financial Structures19:25 The Benefits of Joint Accounts25:08 Mapping and Forecasting Finances26:53 Planning for Future Expenses27:18 Intentional Decision Making28:56 Reflecting on Financial Achievements30:36 Refinancing and Financial Strategies41:17 Career Flexibility and Creative Outlets45:16 Future Plans and Personal Goals50:54 Advice for Couples on Financial Unity54:19 Conclusion and Final Thoughts The NEW Money MentorshipLearn more about the Home Equity Accelerator here Turn insights into action with Terry's episode coach Join our podcast communityGet live updates, talk shop with us and meet like minded legends in our digital treehouse. Click here to get access now.🔗 https://www.facebook.com/groups/4609737389252111Find out your financial skill scoreDo you have the money skills to fund your goals? Take the 4 minute quiz here🔗 https://financialskill.scoreapp.com/  

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Ask us a question or suggest a topic 🤙 Bryce and Lisa got together after knowing each other for years. After moving in, they realised they didn't want to live like housemates anymore. But they weren't sure how they could combine their finances. Lisa was conservative and generally liked to keep her money saved. Bryce has run into debt on several occasions, and admits he always saw his money as his own. After seeking guidance, they learned how to work together with their money, and how t...

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#114 Bryce and Lisa | How to combine your finances as a couple

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