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, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K 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!

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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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