Money and Marriage Podcast

If you have children 17 and under, is it worth opening a new "Trump Account" to invest for their future? Or, is your money best put elsewhere? In this episode, we discuss the use cases for the new Trump Accounts, and when it might make sense to skip them.To book a FREE Breakthrough Session, visit https://pacesetterplanning.com/contact

In this episode, we discuss how to think about your finances and pivot, when needed, in uncertain times. To book a FREE breakthrough session, visit https://pacesetterplanning.com/contact

In financial planning, the questions are sometimes more important than the answers. In this episode, we discuss the idea that if you want to achieve your goals and use your money to live out your dreams, you need to make sure you're asking the right questions.To book a FREE breakthrough session, visithttps://pacesetterplanning.com/contact

Newer isn't always better. There are a lot of new financial technology companies out there with impressive tech stacks and features to help you... but I usually don't recommend them. Tune into this episode to learn the risks of working with (some types of) fintech startups.To book a FREE breakthrough session, visit https://pacesetterplanning.com/contact

It's tempting to think that more income will solve all of your financial problems... but in reality, it usually doesn't work out that way. In this episode, we discuss why even those with high incomes can get financially stuck and cover three strategies you can use to overcome this common dilemma. To schedule a FREE breakthrough session, visit https://pacesetterplanning.com/contact

Learn how high-income couples can look for financial blind spots and accelerate their financial progress once they've built their financial foundation.To schedule a FREE breakthrough session, visit https://pacesetterplanning.com/contact

Five strategies high-income couples can use to make faster and more durable financial progress.To get a copy of my book for 50% off Amazon prices, visit http://pacesetterplanning.com/book

When couples aren't on the same page about money, they often view this as a) uncommon, and b) a weakness. In this episode, we discuss why neither of those things need to be the case.To book a FREE breakthrough session, visit https://pacesetterplanning.com/contact

In this episode, we discuss strategies high-income couples can use to set goals for the new year that will actually stick.Download our new FREE guide, "5 Money Moves Every Couple Needs to Thrive in 2026": https://pacesetterplanning.com/moneymoves/To book a free breakthrough session, visit https://pacesetterplanning.com/contact

We'll be back to our normal content on New Year's Day. For now, enjoy a pointless, needlessly deep dive into obscure Christmas and holiday tunes. To book a free breakthrough session, visit https://pacesetterplanning.com/contact

Deciding how to set up your bank and investment accounts is only the first step. In this episode, we discuss how to implement a cohesive financial strategy to make all of the components of your finances work together.Download our new FREE guide, "5 Money Moves Every Couple Needs to Thrive in 2026": https://pacesetterplanning.com/moneymovesTo download a free chapter of Bill's book about how to set up your bank accounts, visit https://pacesetterplanning.com/freechapter

In this episode, we discuss a brand new critical income tax deduction for 2025, who is eligible to claim it, and some steps to take if your income is too high to claim the deduction.Want me to figure all of this out for you? Book a free breakthrough session at https://pacesetterplanning.com/contact/

In this episode, learn:Why you shouldn't think about an engagement ring as a traditional "investment"How to approach setting a budget for an engagement ringThe best way to buy an engagement ringHow to get the best bang for your buck ...and more!To book a free breakthrough session, visit https://pacesetterplanning.com/contact

In this episode, we discuss five (or so) specific financial mistakes I often see couples make - from cash and investment strategies, to home buying, to taxes, and everything in between.To book a free breakthrough session, visit https://pacesetterplanning.com/contact

In this episode, we discuss a tweak you can make to your investing strategy to (hopefully) improve your long-term financial outcomes. If you have a Roth IRA or Roth 401(k), this episode is for you. To book a free breakthrough session with Bill, visit https://pacesetterplanning.com/contact

In this episode, I share six money management tips for couples who are in a busy season of their lives. To book a free breakthrough session with Bill, visit https://pacesetterplanning.com/contact

In this episode, I share a few exciting updates about the future of the podcast and give a sneak peek of what's to come in 2026.To book a free breakthrough session, visit https://pacesetterplanning.com/contact/To download our new free resource '5 Money Moves Every Couple Needs to Thrive in 2026', visit https://pacesetterplanning.com/moneymovesTo check out the Newlywed Money Bootcamp, visit https://pacesetterplanning.com/bootcamp

It's very common for one spouse to feel excited about improving your family's finances, while the other feels hesitant, overwhelmed, or skeptical. This episode is for the spouse who knows that financial planning could transform your life and marriage, but doesn't know how to get your spouse on board.To book a free breakthrough session with me, visit https://pacesetterplanning.com/contactGet a copy of my book for 50% off Amazon prices at http://marriagecenteredmoney.com/book

Money management in second marriages comes with unique emotional and logistical complexities - especially for high income couples. In this episode, we discuss a number of strategies to consider when getting remarried. To book a free breakthrough session, visit https://pacesetterplanning.com/contact

If you've been married for a few years (or more!) but never got around to figuring out whether (or how) to combine finances with your spouse, this episode is for you.The Newlywed Money Bootcamp is my 14 day program to help couples build their financial foundation together. Even if you've been married for a while, check it out at https://pacesetterplanning.com/bootcamp/To book a free breakthrough session with me, visit https://pacesetterplanning.com/contact

Good investments go far beyond what you can find in a brokerage account or a 401(k). In this episode, we discuss a variety of ways to invest in yourselves and in your marriage.To book a free strategy session, visit http://pacesetterplanning.com/contact

Learn what smart taxpayers are doing to take advantage of the provisions in the One Big Beautiful Bill Act relating to child investment accounts, charitable giving deductions, itemized deductions, and more! To book a free strategy session and discuss a detailed tax plan for your family for the year, visit http://pacesetterplanning.com/contact

Many couples avoid difficult money conversations because they fear conflict, judgment, or anxiety.But ignoring financial discussions doesn't make the challenges disappear - in fact, it makes them harder to fix later.In this episode, we discuss how to break out of the cycle of avoiding tough money conversations and how to set yourself up for success in talking about money with your spouse.Have questions or want to schedule a free breakthrough session? Email [email protected] or visit ⁠https://pacesetterplanning.com/contact

Real financial planning isn't just about fixing problems - it's about dreaming big, setting tangible goals in alignment with these dreams, and creating a life that you love. In this episode, we discuss how to shift from just getting by financially to financially thriving.Have questions or want to schedule a free breakthrough session? Email [email protected] or visit ⁠https://pacesetterplanning.com/contact

Many high-income couples assume that making more money will solve their financial stress. But more income on its own might not give you financial security or piece of mind. In this episode, we explore why making more money doesn't automatically lead to financial success - and what to do about it.Have questions or want to schedule a free breakthrough session? Email [email protected] or visit ⁠https://pacesetterplanning.com/contact

All of us have blind spots when it comes to aspects of our financial lives. In this episode, we discuss some of the most common blind spots I see couples facing when it comes to their finances and how to handle them. Have questions or want to schedule a free breakthrough session? Email [email protected] or visit ⁠https://pacesetterplanning.com/contact

We tend to think of money as a purely quantitative topic. But in reality, money is deeply rooted in our emotions, values, and our personal histories.This episode explores why money triggers such strong emotions, how these emotions drive and shape our financial behaviors, and discusses some strategies couples can use to make good financial decisions in the context of our emotions.Have questions or want to schedule a free breakthrough session? Email [email protected] or visit ⁠https://pacesetterplanning.com/contact

A financial plan for your family will only work if it reflects both you and your spouse's values, goals, and long-term dreams. In this episode, we break down the three key steps you need to create a financial roadmap for your family that honors both of your perspectives to help you strengthen your financial bottom line and your marriage.Have questions or want to schedule a free breakthrough session? Email [email protected] or visit ⁠https://pacesetterplanning.com/contact

In this episode, we discuss the conversation you should have with your spouse to align your money with what's most important to you as a family.To get a copy of my book, Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together, visit http://marriagecenteredmoney.com/Have questions or want to schedule a free breakthrough session? Email [email protected] or visit https://pacesetterplanning.com/contact

Not being on the same financial page as your spouse can take many forms. Whether you're fighting about money or avoiding talking about it entirely, many couples don't realize the damage financial disconnection is doing to their marriage until it's too late.In this episode, we explore the hidden emotional and financial costs of not being on the same financial page.Have questions or want to schedule a free breakthrough session? Email [email protected] or visit https://pacesetterplanning.com/contact

One of the most common sources of money fights for couples is over personal or discretionary spending. In this episode, we discuss a few different ways to build "fun money" into your budget without fighting about money or derailing your goals as a family. Have questions or want to schedule a free breakthrough session? Email [email protected]

Nervous about how the stock market will react to tariffs, potential trade wars, and everything else in the news? This is the episode for you. Learn the #1 question you need to answer before reacting to fears of a stock market downturn, and much more!Have questions or want to schedule a free breakthrough session? Email [email protected]

In this episode, we discuss eight specific money steps you should take as you get ready to have a child. Plus, an exciting personal annoucement that may or may not be related to the episode topic! Have questions or want to schedule a free breakthrough session? Email [email protected]

When most of us think about financial differences in a marriage, differences about saving and spending preferences are usually the first things that come to mind. But couples disagreeing about whether and how they should be taking investing risks, or financial risks more broadly, are just as common. In this episode, we discuss how to handle these disagreements in detail. To book a free breakthrough session, visit https://pacesetterplanning.com/contact

Back in episode 146, we discussed how to set financial resolutions that actually work. So rather than rehash this topic in our first episode for 2025, I wanted to dive into a growing financial trend that worries me and what to do about it. To schedule a free breakthrough session with me, visit ⁠ https://pacesetterplanning.com/contact

Two different thoughts on how to approach financial changes in 2025. To schedule a free breakthrough session with me, visit ⁠https://pacesetterplanning.com/contact

What can the Cold War teach couples about financial conflict? More than you might think. Tune into this episode of the Money and Marriage Podcast to learn more. To schedule a free breakthrough session with me, visit ⁠https://pacesetterplanning.com/contact

In this episode, we discuss the various factors you should consider when picking a health insurance plan. To schedule a free breakthrough session with me, visit ⁠https://pacesetterplanning.com/contact

If you've ever looked at a compound interest graph and wished that you were able to start investing sooner, this episode is for you. To schedule a free breakthrough session with me, visit ⁠https://pacesetterplanning.com/contact

Whatever it is that you're worried about financially - you're not alone. And if you look around at your peers and feel like you're behind, know that it many cases, there's more going on in other people's financial lives than meets the eye. To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact

Financial planning for couples will help you get on the same financial page, set ambitious and extraordinary goals, and achieve them. Usually, the results that couples get from my financial planning process occur in four distinct phases. We discuss each of them in this week's episode. Episode 136 - Measuring Results in Financial Planning for Couples To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact

We've done a few different episodes on how couples should set up your bank accounts and how they should budget... but we've spent very little time talking about how couples should *manage* their budget. In this episode, I share my proven, four-step process for couples to manage their money together - in only twenty minutes per month! To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact

Yes, there is a reason we're talking about New Year's Resolutions in September. Tune into the episode to learn more! To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact Past episodes mentioned: #105, Summer Vacations Shouldn't Derail Your Savings Plan https://open.spotify.com/episode/7whumRAezAavz7TtIkGwXh?si=158a1938bdce4e8c #107, Make Faster Financial Progress by Slowing Down https://open.spotify.com/episode/52xWAmc9mZOvyHwg2JjMZQ?si=ad7bbfd37e604de4

There are a lot of financial decisions when you get married. Here are 35 tips to help you and your spouse handle your newlywed finances. To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact/

Most couples dislike budgeting... and not coincidentally, most couples approach budgeting the wrong way. In this episode, learn the right way to build a budget as a couple - without fighting about money - in a way that you'll actually stick with! To access the resources mentioned in this week's episode, email me: [email protected] To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact

If you and your spouse have ever felt paralyzed by big, difficult financial choices, this episode is for you. Learn two (and a half) specific exercises you can use to improve your financial decision-making in your marriage. To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact

Debt can drive a wedge between spouses more than any other financial issue. In this episode, we discuss the ways in which your spouse's debt will impact you, cases in which your spouse's debt is your responsibility, and how you and your spouse should approach debt as a team. To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact Experian article mentioned in the episode: ⁠https://www.experian.com/blogs/ask-experian/when-you-get-married-do-you-share-debt/

In this episode we briefly discuss the ways that criticism, defensiveness, contempt, and stonewalling have a detrimental impact on marriages, and provide several specific strategies to effectively address and overcome these negative communication patterns. To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact

As a follow-up to Episode 134, I answer a few questions from listeners about why it's so important that both spouses participate together in my financial planning process, and discuss some strategies for getting your spouse on board with the idea of improving your family's financial situation. To access the resources mentioned in this week's episode, 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 schedule a free breakthrough session with me, visit ⁠⁠https://pacesetterplanning.com/contact⁠⁠

In this episode, we discuss the concept of money scripts and how these unconscious financial beliefs drive our financial decisions. We also discuss why money scripts are often the key to unraveling a couple's financial differences and how to go about addressing money scripts in your marriage. To get access to the money script assessment mentioned in the episode, email [email protected] To schedule a free breakthrough session with me, visit ⁠⁠https://pacesetterplanning.com/contact⁠⁠