Money and Marriage Podcast Bill Nelson

Back in Episode 76, we first talked about the concept of financial infidelity. In this episode, we discuss several strategies for how to prevent and address financial infidelity in your family


To schedule a free breakthrough session with me, visit ⁠https://pacesetterplanning.com/contact⁠ or email me at bill@pacesetterplanning.com

In this episode, I share what I've learned on my journey from being a financial planning math nerd, to being unexpectedly dubbed a "financial therapist" by several clients, to becoming a Certified Financial Therapist-I™ Practitioner. People often have a preconcieved notion about what financial therapy is - and what it isn't - and we explore these ideas in detail in this episode.



To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact



Prior episodes mentioned in the podcast:


#2 - My Money and Marriage Story
#44 - The Rider, the Elephant, and "Retail Therapy"

The three step framework couples should use to measure progress in their financial plan.



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Back in March, the National Association of Realtors agreed to pay $418,000,000 to settle a series of lawsuits about realtor compensation.

Longtime listeners of the podcast will know that I've had quite a bit to say about how the real estate industry operates over the years... and while I had initially planned to wait until some of the details were ironed out before weighing in, there were a few things I needed to get off my chest. Enjoy this episode of the podcast!

Over the past six months or so, I've received a number of questions from listeners of the podcast about my work. In this week's episode, I answer a few common questions and take you behind the scenes of my website revamp.



To schedule a free breakthrough session, visit https://pacesetterplanning.com/contact

"What happens if _____ changes in the future?" is one of the most common questions I get from my financial planning clients. In this episode, we discuss three of the most common future changes I get asked about - college savings, retirement savings, and Social Security.