Couple Money

Marriage & Money: Getting a Financial Snapshot

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Learn how to make your marriage and finances stronger by getting a financial snapshot. I'll share the steps, tips, and resources to do it easily! 

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Why You Need a Financial Snapshot

Learn how to get a financial snapshot so you two can quickly and easily track your money!

Last week certified financial planners Brian Preston and Bo Hanson came on the podcast and shared some fantastic nuggets on what couples can do to strengthen their marriage and grow their wealth.

There was one point of theirs I’d like to highlight today.

They mentioned repeatedly was how important it was to them to have their wives well aware of their family’s financial situation.

I feel the same way – even though I handle the day to day finances, my husband is still in the loop.

This is important for a few reasons:

Working Together on Finances

The reality, though, is sometimes your spouse isn't as excited or detail oriented as you'd like.

In today’s episode, I share how you two can set things up and easily keep track of your finances so you have more time for each other rather than tracking every penny by hand!

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Resources to Help Your Track Your Money

Want to get started and get a snapshot of your money? Here are a few of my favorite resources:

Thank You to Our Partners

Support for this podcast comes from partners like Personal Capital. Easy to set up & easy to use. You can have all your investments, income, and expenses all pulled into one place.

Did I mention it’s free? Why don’t you give Personal Capital a try today?

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