S2 Ep41: Love & Money: 7 Game-Changing Finance Rules for Singles & Couples w/ Financial Advisor Ryan

well said

well said syd

Nutrition, Self-improvement, Education, Health & Fitness, Mental Health, Alternative Health

4.9 • 714 Ratings

🗓️ 2 September 2024

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

Feeling overwhelmed by your financial future? Whether you're flying solo or navigating money matters with a partner, this episode is your guide to addressing money issues & finding your success. EVERYONE STRUGGLES WITH MONEY. YOU ARE NOT ALONE. I've asked my fiancé and financial advisor, Ryan Williams CFP, to join me in getting real about our journey with money, from personal struggles to combining finances as a couple and the best practices we've discovered along the way.

Want to connect with Ryan Williams? Connect here

Get ready for some honest talk on:

The 7 essential rules of finance that EVERYONE needs to know (trust me, these are game-changers!)
Our experiences with money management, both individually and as a couple (and we don't hold back on the mistakes we've made along the way)!!
The nitty-gritty of budgeting, saving, and investing that will set you up for long-term success
How to have those awkward money conversations with your partner
Dealing with different spending habits - facing them head-on & HOW to get out of the financial quicksand you may have created
Strategies for saving for big goals like a house or wedding while still enjoying your daily latte

I'm getting vulnerable about my own money fears and asking Ryan the tough questions you've been dying to know. Plus, Call Syd Advice is all about taking that first step towards financial confidence, whether you're single or coupled up. This episode is packed with:

Practical advice on creating a budget that actually works for your lifestyle (no extreme couponing required!)
Tips for managing money when dealing with debt or irregular income (hello, side hustlers!)
The importance of financial education and regular money check-ins (with yourself or a partner)
How to stay motivated when facing financial challenges (because they will come up, and we'll show you how to crush them!)

This episode is your roadmap to financial empowerment, solo or with a partner - Let's get real about making your money management!! ENJOY!

Get Connected: MY LINKS
CALL SYD ADVICE: 612-470-7569
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Transcript

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0:00.0	Hi, everybody. Welcome to Well Set. I'm going to read a little something real quick because we need to make sure everybody's in good seats and good, what is the word? What does the word? I'm looking for good compliance. Good compliance. We're using this for good compliance. Okay. This material is created for educational and informational purposes only. It is not intended as ERISA, tax, legal, or investment advice. All investing involves risk, including
0:22.5	loss of principle. No strategy assures success or protects against lost. There's no guarantee that a
0:28.9	diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.
0:35.1	Diversification and asset allocation do not protect against market risk everyone welcome back to
0:40.6	well said i have a funny silly goofy goofy goober next to me right hi jordan he already is mad at me
0:48.9	we were bickering before this if you want the honest truth so i'm just bugging him a little bit more and then we
0:53.0	also have someone here who is a financial advisor and i'm very excited for this if you want the honest truth. So I'm just bugging him a little bit more. And then we also have someone here who is a financial advisor. And I'm very excited for this episode because financial
0:58.5	health is relationship health. And I truly believe that. And these are things that I wish I would
1:03.5	have known, things like merging finances and things you should just know in general about finances that
1:08.3	I didn't know prior to honestly meeting you and having a financial advisor whatsoever. And then the easiest way to save money,
1:15.0	all of those things. And honestly, finances are not easy solo, but they're definitely not
1:20.3	easier as a couple. And I asked my audience, you guys unwell said, like, what did you wish
1:26.2	you knew more about? And there's a ton
1:28.1	and ton in this meat of this episode, but a lot of people wrote in about credit cards and debt,
1:32.4	how to budget and track finances, how to even start saving for a house, saving accounts, tools,
1:39.3	stocks, which we won't talk about today, but I wanted to call it out because it's when and how do I invest
1:45.2	is what we're going to talk about. And then how to find a good advisor, help with student loans,
1:49.7	and where do you even start in your 20s? Because 99.9% of you who wrote in said that they feel
1:55.8	like they're behind, whether you're in your 20s, 30s, 40s, however old you were that rode in.
2:23.1	Oh, whether you're in your 20s, 30s, 40s, however old you were, that rode in. We are here to help you, but first let me introduce Ryan, who is over here on the other side of the mic.
2:23.4	He's in my fuzzy chair, in my office chair, because I usually have two on the mic and then we
2:27.2	got three today.
	...

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