Can open communication really make or break your relationship's financial future? On this episode of the Finance Bible podcast, we promise you'll discover the essential steps new couples need to take to set up their finances together. From those initial, sometimes awkward conversations about money to aligning financial goals for the future, this episode is packed with practical advice on how to be transparent about income, spending habits, and any hidden financial issues like debts or gambling. Learn how to build a joint budget, set shared savings goals, and even the benefits of merging some—but not all—financial accounts to manage household expenses more efficiently.
We'll also uncover the importance of regular financial check-ins with your partner, offering the fun idea of making these meetings a monthly date night to track expenses and savings goals. We'll guide you on managing unexpected costs and setting specific savings targets for major life events such as retirement, weddings, and children’s education. The episode highlights the value of seeking professional advice from financial advisors, insurance brokers, and property investment experts after living together for about a year. Plus, hear our cautionary tales on the risks of merging finances too quickly and the potential financial pitfalls if the relationship ends. Tune in for strategies to ensure your financial journey as a couple remains smooth and stress-free.
For any enquiries or to connect with Oscar, Zeke, or their company, Asset Road, listeners can visit the following links:
The advice shared on The Finance Bible is general in nature and does not consider your individual circumstances. The Finance Bible exists purely for educational / entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs.
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Disclaimer:
The information provided in this podcast is general in nature and does not constitute personal financial advice. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. Asset Road Pty Ltd recommends you seek independent financial, legal, taxation or other advice as required. All investments carry risk. Past performance is not indicative of future results.
