Bonus Mailbag #43: Love + Money: Do They Really Mix?

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.7 • 1.5K Ratings

🗓️ 19 May 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

We’ve heard from many of our listeners lately who are wrestling with some big questions around relationships and money. Specifically, questions around fairness, competing priorities, and how to share your money in a way that works for both of you! We’re tackling them all with CFP Natalie Taylor, Head of Financial Advice at Monarch Money. Listen in as we dive into questions on buying a home together, talking to your partner about money, saving for retirement, and what it means to "keep score" in a relationship financially. As a HerMoney Podcast listener, you’ll receive 10% off your annual plan when you use the code HERMONEY at sign-up. Head to monarchmoney.com/hermoney to try Monarch today. The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation, and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You're listening to an AirWave Media Podcast.
0:06.0	Her money is proudly sponsored by Edelman Financial Engines.
0:09.0	When prices are soaring, it's more important than ever to check in with your investments
0:14.0	and make sure your money is working for you.
0:17.0	Discuss strategies for tackling all of life's rising costs with a complimentary wealth checkup.
0:23.0	Schedulers today at plan EFE.com slash her money or by calling 833-304-PLAN.
0:37.0	Hey everyone, I'm Jean Chatsky. Thanks so much for joining us today on a special mailbag edition of the her money podcast.
0:44.0	We have heard from a lot of you lately who are wrestling with some big and small questions around relationships and money,
0:54.0	specifically questions around fairness, competing priorities, how to share your money in a way that works for both you and your partner.
1:03.0	We wanted to dive in and tackle some of them today because this is such an important topic.
1:09.0	According to the American Psychological Association's most recent stress in America report,
1:15.0	66% of adults say that money is a significant source of stress in their lives.
1:22.0	And within that group, 55% say that money is a source of fights or tension in their family.
1:30.0	And even if those money fights aren't something that you find yourself battling often,
1:37.0	research from the American Institute of CPAs shows seven and ten couples have had some sort of financial disagreement with their partner just in the last year.
1:48.0	In other words, money can all too easily be that thing that keeps us awake at night with worry,
1:55.0	but it can also be a source of empowerment and joy.
2:00.0	Today we're going to focus on how we can have far less of the former that is stress or worry,
2:08.0	and far more of the latter empowerment and joy in our lives.
2:13.0	And we're doing it all with Natalie Taylor. Natalie is a certified financial planner and a behavioral financial advisor.
2:21.0	She is also the head of financial advice at Monarch Money, which is a platform that makes it easy to track your accounts,
2:29.0	optimize your spending, analyze your investments, and share finances with your partner.
	...

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