How to Combine Finances the RIGHT Way

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 6 January 2025

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

"Hi guys! My fiancé and I are getting married in December. As we look to merge our finances, what advice do you have for this transition process?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	All right, this one is from The Janine.
0:09.0	The Janine.
0:10.0	The Janine.
0:11.0	How do you know when you are out of the messy middle?
0:14.0	I'm mostly curious about your answer on this, Brian.
0:16.0	Do you think you're out of the messy middle?
0:18.0	Yeah, I am.
0:19.0	No idea.
0:20.0	Can't it. No, I'm just kidding.
0:22.6	Yeah, Brian, you know what?
0:24.6	That is a great question because the messy middle, this is how, first of all, let's talk about
0:27.6	how we define the messy middle.
0:28.6	The messy middle is the time in your life where you find that you have so many different
0:33.6	commitments and so many different things pulling you in so many different directions that you have this intersection of no discretionary time, your time is
0:43.8	completely gone, and also because of all these different commitments, you have no discretionary
0:47.7	money. So you are low on time and low on money, you're being pulled in a million different
0:52.1	directions. For most people, this happens somewhere around their late 20s, early 30s. That's not to say that it can't happen for you
0:59.5	later, but when does it end? How do you know that you're on the other side of the message?
1:03.8	Yeah, I've always tried to be very transparent on this because I feel like so much in social
1:08.6	media world is everybody's giving you their highlight real
1:11.1	and making their life look as good as it possibly can.
1:14.7	And that's just not the reality.
	...

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