2436: The 8 Step DIY Financial Plan for Newlyweds by Kelley Long with Financial Finesse on Strengthening Marital Bonds

Optimal Relationships Daily - Dating, Marriage and Parenting

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 2436:

Kelley Long outlines an 8-step financial planning guide tailored for newlyweds to align their financial goals and foster open communication about money. From budget-setting and emergency savings to drafting essential documents and automating finances, these steps provide a practical framework to build financial security as a team while strengthening marital bonds.

Read along with the original article(s) here: https://www.financialfinesse.com/2015/09/16/the-8-step-diy-financial-plan-for-newlyweds/

Quotes to ponder:

"Discuss your earliest financial memories, your fears about money, your personal definition of financial security. This is a judgment-free zone and 100% honesty is essential."

"Having this account in place is one of the foundations of financial security."

"A financial plan is just that: a plan. In order to make sure you’re staying on plan, it’s important to revisit once a year or so to measure progress, celebrate successes and adjust for changes."

Episode references:

NOLO Estate Planning Resources: https://www.nolo.com

Life Happens Insurance Calculator: https://lifehappens.org

Learn more about your ad choices. Visit megaphone.fm/adchoices