Episode 120 - The Money Conversation Most Couples Keep Avoiding episode artwork

EPISODE · Jun 12, 2026 · 24 MIN

Episode 120 - The Money Conversation Most Couples Keep Avoiding

from Retirement Unlimited · host Randy Barkley

Money is one of the most important conversations in a relationship. It's also one of the most avoided. In this episode of Building Wealthy Habits, Jeremiah and Laura share a candid look at how they handle financial conversations in their own marriage. As financial planners, business owners, parents, and spouses, they've learned that money discussions are rarely just about budgets and bank accounts. They're often about security, trust, priorities, and the future you're trying to build together. Many couples avoid talking about money because they don't want conflict. Others assume they're already on the same page. But as life becomes more complex, avoiding these conversations can create stress, misunderstandings, and missed opportunities. Jeremiah and Laura discuss the questions every couple should be asking, common communication mistakes, practical tools for creating financial clarity, and how alignment around money can strengthen both your finances and your relationship. If you've ever wondered whether you're having the right financial conversations with your partner, this episode is for you. #BuildingWealthyHabits #CouplesAndMoney #FinancialPlanning #MarriageAndMoney #FinancialCommunication #MoneyMindset #TriCordAdvisors Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected] --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

Money is one of the most important conversations in a relationship. It's also one of the most avoided. In this episode of Building Wealthy Habits, Jeremiah and Laura share a candid look at how they handle financial conversations in their own marriage. As financial planners, business owners, parents, and spouses, they've learned that money discussions are rarely just about budgets and bank accounts. They're often about security, trust, priorities, and the future you're trying to build together. Many couples avoid talking about money because they don't want conflict. Others assume they're already on the same page. But as life becomes more complex, avoiding these conversations can create stress, misunderstandings, and missed opportunities. Jeremiah and Laura discuss the questions every couple should be asking, common communication mistakes, practical tools for creating financial clarity, and how alignment around money can strengthen both your finances and your relationship. If you've ever wondered whether you're having the right financial conversations with your partner, this episode is for you. #BuildingWealthyHabits #CouplesAndMoney #FinancialPlanning #MarriageAndMoney #FinancialCommunication #MoneyMindset #TriCordAdvisors Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected] --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

NOW PLAYING

Episode 120 - The Money Conversation Most Couples Keep Avoiding

0:00 24:34

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

True North Money Mavens Gerri Meverden & Tracy Reierson It's the show that helps just about everyone get their money right! Listen to Gerri Meverden and Tracy Reierson as they drop weekly scoops on the fastest and best ways to achieve financial freedom. Got questions about retirement? This podcast has genuine answers that come straight from two true money mavens! Want to find out even more? They take calls. Dial 800-673-1132 for one of the realest deals in the financial planning realm. Mark Kollar’s Financial Cornerstone Mark Kollar Mark Kollar is a well-known financial educator in the Chicago area and hosts the popular weekly financial radio show, Retirement and Income Radio. He is sought after throughout the state of Illinois for his expertise in retirement planning and retirement income planning. His clients include retirees from United Airlines, AT&T, McDonald’s, Chicago Transit Authority, and HFC.As a retirement and income planning specialist, Mark helps retirees and those near retirement protect their savings, reduce income taxes and taxes on social security benefits and create a retirement income guaranteed to last as long as they do. Mark graduated from Loyola University of Chicago where he received his B.B.A. degree. He is a Registered Financial Consultant and a Certified Estate Planning Professional and has pledged always to put the needs of his clients above his own. Badass Retirement: More Meaning, Money, & Adventure Robert Pagliarini Ph.D., CFP Ready to escape Average Retirement and live with more meaning, money, and adventure? Rage against the traditional approach to retirement and join Robert Pagliarini for daily conversations to help grow your wealth and live your best life in retirement. Learn from strategies that have helped thousands of Robert's clients to achieve total financial security, upgraded health, real adventure, deeper relationships, and greater meaning by living a Badass Retirement. Retirement is not about getting weaker, giving up on goals, or stripping away the things that give your life purpose. If you want your best days to still be ahead of you, seek a Badass Retirement filled with challenges, projects and adventures and live your life to the fullest. The Unlimited You Victor Almeida "The Unlimited You" is a weekly podcast hosted by Master Victor, a renowned martial arts instructor with expertise in Taekwondo, Brazilian Jiu-Jitsu, Muay Thai, and martial arts weaponry, and Andy Freebird, a holistic health coach specializing in calisthenics, nutrition, and strength training. Every episode delves into the boundless possibilities within various disciplines such as martial arts, calisthenics, meditation, breathwork, and nutrition.This show is an avenue to discover potent techniques for unlocking your inherent strength, achieving balance, and cultivating wisdom. With their extensive experience, Master Victor and Freebird offer insights not just into martial arts but also into holistic health practices. Whether you are a veteran martial artist or a beginner, "The Unlimited You" provides invaluable guidance for your journey towards self-mastery and well-being.Be sure to subscribe to "The Unlimited You" for updates on enlightening conversations that aim to broaden your pe

Frequently Asked Questions

How long is this episode of Retirement Unlimited?

This episode is 24 minutes long.

When was this Retirement Unlimited episode published?

This episode was published on June 12, 2026.

What is this episode about?

Money is one of the most important conversations in a relationship. It's also one of the most avoided. In this episode of Building Wealthy Habits, Jeremiah and Laura share a candid look at how they handle financial conversations in their own...

Can I download this Retirement Unlimited episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!