157: The Money Date: What You Should (And Definitely Should Not) Do to Align Your Finances as a Couple

BiggerPockets Money Podcast

BiggerPockets

Investing, Education, Business

4.6 • 2.9K Ratings

🗓️ 28 December 2020

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

Calling all couples! You and your partner may be on the same page financially, or off in two different directions, regardless of where you’re at, it’s a great time to start having money dates!

In this episode, Mindy and Scott are going solo, talking through why money dates are such a crucial part of any healthy relationship. This isn’t just talk, both Mindy and Scott are adamant about money dates, they do them often with their partners as well!

If you’re an individual listening to this episode, you may feel a bit intimidated by the concept of a money date. Do you just sit down and talk about index funds and taxes for an hour? No! A money date can be a perfect time to be alone as a couple, talk about the future, make some positive changes, and hold each other accountable for being the best version of yourselves.

If you have a partner who may be a bit averse to the concept of a money date, have no fear, Mindy and Scott have perfected their plan for setting up a successful money date, and how to make it enjoyable when you’re in it.

With the new year coming up very soon, this is the perfect time to plan a money date with your special someone, you won’t regret it!

In This Episode We Cover

What is a “money date”
What to do before you suggest a money date to your partner
How to make the money date successful and what topics to bring up
Following up on your money date and setting up systems for success
The importance of keeping your ideas simple in a money date
How to present the idea to a partner who may not be too keen on finances
Why money dates help create healthier, happier relationships
And So Much More!

Links from the Show

Check the full show notes here: https://www.biggerpockets.com/moneyshow157

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Transcript

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0:00.0	Welcome to the Bigger Puckets Money Pide Cash,
0:02.0	show number 157.
0:03.6	We're Scott and I talk about how to have a money date
0:06.5	with your partner.
0:08.5	Set a time with your spouse that you both agree on
0:12.5	to have this conversation.
0:14.3	Again, don't do this right after a very stressful day at work.
0:20.0	Pick the time of day or week that is really easy for you
0:23.8	to have a nice conversation and sit down and have the conversation.
0:27.5	Hello, hello, hello, my name is Mindy Jensen and with me as always is my
0:31.4	getting a fresh start in 2021 co-host, Scott Trunch.
0:35.2	It's just truly remarkable how you mint these new introductions every time Mindy.
0:41.2	Scott and I are here to make financial independence less scary,
0:44.7	less just for somebody else.
0:46.4	We're here to introduce you to every money story because we truly believe that
0:50.3	financial freedom is attainable for everyone, no matter when or where you're starting.
0:55.0	That's right, whether you want to retire early and travel the world,
0:57.8	go on to make big time investments in assets like real estate, start your own
1:00.8	business or simply get started with some new goals with your spouse.
1:04.5	We'll help you reach your financial goals and get money out of the way so that
1:07.9	you can launch yourself towards those dreams.
1:14.8	Scott, one of the things that we hear from couples over and over again when we
	...

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