27. The Art of Sharing Finances

Women & Money Cafe

Money can be a source of friction in any relationship. Regardless of whether it's in a relationship, going out for a meal, or sharing a house with friends; communication is the No 1 ingredient. But it's not always that easy to do!

The one action we would encourage you take from this episode:

Write down 1 thing you like about how the money works at the moment, and one thing you are less keen on. Ask your partner to do the same. And then get together and compare notes.

• Understand how being aware of our inherited money patterns repeat
• How to disrupt old patterns which are no longer helpful
• How to navigate a change in finances, such as starting a family

06.21 The money can be a reflection of what's going on in your relationship
11.36 When one of you has less because you're raising a family
15.04 One of our listeners feels like a financial "tenant"
20.35 Why breaking patterns is a good idea
21.50 How to start the conversation - know what you like and what you don't
RESOURCES:
4 Tips for talking money with your partner
Splitwise app for shared expenses and balances with housemates, trips, groups, friends, and family
Settle Up better UI than splitwise & can send copies of bill to friends
Episode 30 to be released 30th May 2022 will cover pre-nups

YOUR HOSTS:
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

She uses her years of experience and research to support women experiencing or planning significant change in their lives.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.

Ebb & Flow Financial Coaching
Bree Wealth & Tax
Instagram
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Following a career break where she spent time being a mum and running an arts and crafts business, Michelle returned to financial services in 2013 undertaking further study.
Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances.
Website | Instagram
Emily Pool is a Financial Planner and Will Writer and Founder of Happy Planet Financial Planning and is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.

Support the show

✅ And if you enjoyed the show, please leave us a review.

We genuinely love hearing your questions and feedback.
So, email us a voice note [e-mail] or via instagram with your thoughts and suggestions.