Shows
Money DatesBreaking down the One Big Beautiful Bill Act"We can't break all almost 900 pages worth of everything, but we're going to break down the things that we think our audience would benefit from having a conversation about."Our hosts, Dan and Natalie Slagle, tackle the massive tax legislation signed on July 4th. While Natalie spent her holiday evening digesting 890 pages of congressional prose (in lieu of watching Squid Game with the family), she emerged with insights that affect literally every American.For starters, those Trump-era tax cuts everyone expected to sunset in 2026 are sticking around. This saves taxpayers from higher tax brackets but...2025-07-3146 minMoney DatesHaving the money talk with your parents.“If things haven’t been buttoned up, wow, that really distracts from the grieving process.”Our hosts, Natalie and Dan Slagle, address the elephant in the room for many families: how to talk to aging parents about their finances. When you're talking about $124 trillion changing hands over the next couple of decades, this stops being someone else's problem and becomes everyone's reality.Dan gets vulnerable about his experience after his mom passed away unexpectedly, sharing everything from finding her handwritten financial notebook in the attic to the surreal moment of teaching his dad how to use an...2025-07-2428 minMoney DatesSaving for our kids.“Do we want to set our money aside for our child’s future education? I don’t think the answer should be an automatic yes.”Our hosts, Natalie and Dan Slagle, discuss the question many young parents are asking: How much should you save for your child’s college, and when should you start?Drawing from client stories and their own experience, they break down why this decision isn’t one-size-fits-all, how to calculate future costs, and how tools like 529 plans (and even family Ugift links) can help make the goal more manageable.For the Slag...2025-07-1031 minMoney DatesWhen one spouse is more anxious about money.“I have anxieties around the same exact situation as you, but you have a different feeling from it.”Our hosts, Natalie and Dan Slagle, know that even in a happy, communicative marriage, the topic of money can be a bit of a minefield. But what happens when one partner is way more anxious about money than the other? That’s the question Dan and Natalie are looking to unpack.To start with, they each take the “spendthrift-tightwad” test—a scale developed by researchers to measure how freely (or not) you spend. Dan scores a 12, making him a cusp n...2025-06-2627 min
The Advice Business PodcastAdvisor Growth Stories: Building for a Niche & Overcoming Fee Fear with Dan & Natalie SlagleWant to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit?In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle, the powerhouse duo behind Fyooz Financial Planning, to share how they built a thriving, human-centered firm by staying hyper-focused on one audience: young couples and families.After years in traditional financial institutions, Dan and Natalie made a bold move. They launched their own firm not just to build something different, but to build something that...2025-06-2551 minMoney DatesHomeownership vs renting: the good, the bad, and the budget.Homeownership versus renting—each choice comes with its own set of emotions, cultural influences, and practicalities.Turns out, earning a good income doesn’t magically make homeownership easy—a lesson our hosts, Natalie and Dan Slagle, know all too well. Despite making over $300K a year, they still find themselves doing the math, wondering if homeownership is really worth it.They’ve owned before—briefly—and after moving out west, they switched back to renting. Now, with a toddler in the picture, the idea of “putting down roots” feels like it could be the right choice.Bu...2025-06-1229 minMoney DatesTravel wreaks havoc on finances.Creating purpose and intention around travel funds is so important.Our hosts, Natalie and Dan Slagle, tackle a financial topic that flies under the radar more often than it should—travel. Sure, vacations are meant to be a way to decompress and have some fun after a good period of work, but they can also quietly sabotage your budget if you're not careful!Pulling from both their own marriage and stories from clients, the Slagles break down how to make travel a *planned* part of your financial life instead of an expensive surprise.Th...2025-06-1223 minMoney Dates$300,000 of income can still feel tight."Resourcefulness is not just about making do with what you have; it's about reimagining what you can achieve with your resources, no matter your income level."Our hosts, Natalie and Dan Slagle, open up about a surprising financial truth: even households earning over $300,000 can feel financially stretched. They explore how invisible expenses like taxes, daycare, and retirement savings chip away at what looks like a high income on paper.Dan explains how, before money ever hits the bank account, much of it is spoken for—healthcare premiums, 401(k) contributions, taxes, etc. He and Natalie reflect on...2025-06-1229 minMoney DatesThe mental load of managing money."Role-swapping in financial responsibilities can lead to a sense of relief and highlight the importance of staying proactive with money management.”Our hosts, Natalie and Dan Slagle, dig into a topic that hits close to home for many a married couple: the mental load of managing household finances.It’s not just about dividing tasks, but understanding the mental space each task requires. Tracking expenses is one thing. Communicating them? That’s another. Especially when it means saying, “Hey, we need to cut back this month.”Dan points out that when he took over budge...2025-06-1225 minMoney DatesAllow us to introduce ourselves."Who knew that late-night study sessions for financial exams could lead to both a thriving marriage and a successful business?"Financial planning power duo Natalie Slagle and Dan Slagle break down how Fyooz Financial came to life—and why they built it for couples like themselves.They met in college, reconnected after graduation, and started dating while cramming for finance exams. Over time, they both landed jobs at traditional firms. The work was solid, but something felt off. Most clients were much older, and the advice didn’t match the decisions younger people were making—things...2025-06-1230 minMoney DatesWelcome to Money Dates with Natalie Slagle & Dan SlagleMoney can be one of the most powerful tools in your household — when you know how to talk about it. Money Dates is hosted by a pair of married financial planners who have spent years in their professional and personal lives perfecting this very topic. Natalie and Dan have witnessed the benefits of having open, honest conversations about money. Each episode, they share personal stories, practical financial advice, and mindset shifts that help you grow wealth and confidence —together. Whether you're navigating joint finances or dreaming up big financial goals, these are the money dates that matter.Nata...2025-06-0501 min
Practically Married with Paula HoltThe Best of Money - Highlights From Season OneIn this episode, we revisit the key points from the two episodes on money from Season One. First, you'll hear clips from my conversation with Ed Coambs, CFP and therapist from Healthy Love & Money. Ed joined Season One to discuss the emotional side of money and the need to learn our partner's money history. He explained attachment theory and described how a person's attachment style might impact the way they want to handle money in a relationship. Finally, Ed shared a bit of his own marital financial experiences.Next, you'll hear clips from my conversation with Natalie...2024-10-2340 minPractically Married with Paula HoltCreating Your Financial Foundation with Natalie Slagle, CFPToday, we’re joined by Natalie Slagle, Certified Financial Planner(TM) and co-founder of Fyooz Financial Planning, a company specifically created to help couples manage their finances together. Natalie tells us what it’s like to run Fyooz with her husband Dan and describes the step-by-step process the two of them use when they work with a new couple. They start with a “discovery process” which is a conversation about each partner’s money history and values, and then move into a “current reality review,” a tally of assets, debts, income, and expenses. The next step is an inve...2023-05-3149 min
Rochester Local PodcastEpisode 8 | w/Dan and Natalie Slagle - West Coast & Fresh Coast ResidentsIt’s Episode 8 of the Rochester Local Podcast and SURPRISE! we’re not in Rochester! Rochester Local hit the road and is in Portland, Oregon this week. The best part is that we’ve connected with some Rochester Locals while here! Dan and Natalie Slagle split their time between Rochester and Portland. Listen in as we hear about what life is like bopping back and forth, what they love BETTER about Rochester and a few other fun surprises along the way!
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Welcome to the Rochester Local Podcast! Here, we learn from the people that live in Roch...2023-04-1228 min
Healthy Love and MoneyIt Is Time to Love Financial Planning For Couples with Natalie and Dan Slagle of Fyooz Financial Planning
Today, Ed is joined by Natalie and Dan Slagle. Both are CFPs and part of the XY Planning Network, a community of fee-only advisors. The Slagles love working with couples in the financial planning process.
Natalie and Dan humbly embrace their responsibility as role models to couples looking to improve their shared relationship with money. They talk about the importance of each individual knowing their money story before becoming a couple.
Referring to their business as a “cashflow-focused financial advising firm,” Natalie and Dan explain why having clarity, preferably through using tools...2023-01-0548 min
Your Money's WorthThis Couple Tackles Love and Money as a TeamFyooz Financial, the husband and wife team of Dan and Natalie Slagle have carved out a niche advising other couples with the money questions that come with pairing up. Links mentioned in this episode: Midyear Investing Outlook: Where to Invest Now https://www.kiplinger.com/investing/stocks/stocks-to-buy/602844/midyear-investing-outlook-where-to-invest-now Sell in May and Go Away? Here We Go Again … https://www.kiplinger.com/investing/602700/sell-in-may-and-go-away-2022 5 Stocks to Sell or Avoid Now https://www.kiplinger.com/investing/stocks/stocks-to-sell/604659/stocks-to-sell-or-avoid-now Fyooz Financial https://www.fyoozfinancial.com/...2022-05-1735 min
Behind The AdvisorEp #291: Serving Couples as a Couple: An Interview with Dan and Natalie SlagleWe’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they built Fyooz intentionally to reach their target market: successful, fun, and authentic couples. They discuss what sparked the fire to launch their firm, the sacrifices they made along the way, and how their relationship has allowed them to serve their ideal client base. Together, they serve 30 clients—and have the capacity to serv...2021-01-2055 minBehind The AdvisorEp #291: Serving Couples as a Couple: An Interview with Dan and Natalie SlagleWe’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they built Fyooz intentionally to reach their target market: successful, fun, and authentic couples. They discuss what sparked the fire to launch their firm, the sacrifices they made along the way, and how their relationship has allowed them to serve their ideal client base. Together, they serve 30 clients—and have the capacity to serv...2021-01-2055 min