EP 202: What is a Money Date? & How Can It Help Your Financial Future?
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - November 13, 2023 13:38 - 8 minutes - 5.72 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the benefits of a money date — and the impact it can have on your financial future.
A money date is a way for you and your significant other to come together and talk about money and the things that matter most in a way that makes you comfortable and makes finances more understandable. It’s a scheduled conversation—a date—around your money, as well as your goals, your values, your priorities, and what you want to accomplish in life. It’s important to schedule the time so that you can both prepare and not get overwhelmed.
Money is power. Money gives you choices. It gives you options. And it helps you to reach your goals. You don’t want to give away your power. You don’t want to give away your options. And you don’t want to give away your control. By getting on the same page as your significant other, you’re leveling the playing field, getting a seat at the table, and having a voice in what your financial picture looks like.
Listen to this episode to learn more about how to get the conversation started.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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