Talking about finances in a dating relationship can be daunting, but it's an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious?
Donna and Jim are here to share tips from their personal experiences and a financial planning perspective.
Here are the points we discuss in today's show:
0:00 – Intro
2:33 – Donna and Jim's personal experience
6:24 – When and how to start talking about finances
13:10 – Icebreakers, conversation starters, and observations
18:26 – When to involve a financial professional
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
