Optimal Relationships Daily - Dating, Marriage and Parenting
2436: The 8 Step DIY Financial Plan for Newlyweds by Kelley Long with Financial Finesse on Strengthening Marital Bonds
01 Jan 2025
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
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