137 avsnitt

Explore the intersection of money and marriage with Bill Nelson, a Certified Financial Therapist-Level I™ Practitioner and a Certified Financial Planner™. Bill founded Pacesetter Planning in 2016 to help couples get - and stay - on the same financial page.

In this podcast, you will learn how to:
➡️ Make finances a source of strength in your marriage, rather than a source of stress
➡️ Implement financial strategies beyond generic rules of thumb that are specifically tailored to your money habits and values as a couple
➡️ Use your money to create the lives you love - together

Money and Marriage Podcast Bill Nelson

    • Samhälle och kultur

Explore the intersection of money and marriage with Bill Nelson, a Certified Financial Therapist-Level I™ Practitioner and a Certified Financial Planner™. Bill founded Pacesetter Planning in 2016 to help couples get - and stay - on the same financial page.

In this podcast, you will learn how to:
➡️ Make finances a source of strength in your marriage, rather than a source of stress
➡️ Implement financial strategies beyond generic rules of thumb that are specifically tailored to your money habits and values as a couple
➡️ Use your money to create the lives you love - together

    137 - What Financial Therapy For Couples Means To Me

    137 - What Financial Therapy For Couples Means To Me

    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"

    • 25 min
    136 - Measuring Results in Financial Planning for Couples

    136 - Measuring Results in Financial Planning for Couples

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



    Want to learn more? Head to the new and improved https://pacesetterplanning.com/

    • 27 min
    135 - About that National Association of Realtors Settlement...

    135 - About that National Association of Realtors Settlement...

    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!

    • 19 min
    134 - Questions From Listeners

    134 - Questions From Listeners

    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

    • 28 min
    133 - Financial Planning Changes Outside of Your Control

    133 - Financial Planning Changes Outside of Your Control

    "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.

    • 24 min
    132- How to Talk To Your Spouse About Money Without Fighting

    132- How to Talk To Your Spouse About Money Without Fighting

    Money is a really difficult subject to talk about. And at the same time, we all know that communication is one of the keys to a strong marriage.



    In this episode, we discuss specific tips on how to set up your financial conversations for success, some specific communication patterns to focus on, and how to structure financial conversations to decrease money fights.


    For more tips, check out my book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together at ⁠⁠https://marriagecenteredmoney.com/book

    • 26 min

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