Money Dates

Natalie Slagle and Dan Slagle

Money 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.

  1. 6D AGO

    Prenups and Postnups: What You Need to Know Before (and After) You Get Married with Kaylin Dillon

    "Never stop talking about what feels fair or doesn't feel fair. It really should be an ongoing conversation that doesn't stop. That's just part of the dynamic of a living relationship." Our hosts, Natalie and Dan Slagle, chat with Kaylin Dillon. Getting married at 21 with a prenup she barely understood is what turned Kaylin into one of the leading voices on financial agreements between couples. What started as her husband's request to protect an inheritance became, years later, the foundation of her book, her course, and a practice built around helping couples have better money conversations before they say "I do." The word "prenup" still lands with a thud in most relationships. Kaylin reframes it not as a hedge against divorce, but as a Plan B that lets you sleep easier while fully committed to Plan A. Most couples skip it entirely, jumping straight to attorneys without first agreeing on what they actually want, which is where things tend to go sideways. A postnup, she explains, is available to married couples who want to address what a prenup never covered: a stay-at-home parent's vulnerability, a sudden large inheritance, or financial patterns that have quietly felt unfair for years. Infidelity, she notes, is actually one of the most common triggers, not as a prelude to divorce, but as a bid to stay married on more honest terms. For couples navigating family-mandated agreements, Kaylin introduces the "outlaw", meaning the partner entering a family structure. But there's often more middle ground available than the two options being presented. Never stop talking about what feels fair, because that conversation is the ongoing work of a living relationship. Key Topics: Kaylin's Own Prenup: What They Did Right and Wrong at 21 (04:15)What a Prenup Actually Is and What It Can Cover (11:13)Postnups: Who Gets One and Why (13:23)Stay-at-Home Parents, Inheritances, and When Married Couples Revisit Finances (17:15)Step One: The Ideal Path Before You Call an Attorney (22:07)How to Bring Up a Prenup Without Blowing Up the Relationship (23:25)The "Outlaw": Marrying Into Wealth and Family Requirements (37:47)Never Stop Talking About What Feels Fair (41:23) More About the Guest: Kaylin Dillon is a Certified Financial Planner who specializes in working with couples with separate assets, prenups, or blended families. She wrote the book Prenup Partnership and founded The Prenup Coach to help engaged couples have better money conversations before they say "I do." If she's not talking about money and marriage, she says she entertains herself by following real-time court cases involving spouses. Resources: For Kaylin’s Book and Coursework, visit https://kaylindillonfinancial.com/Kaylin’s Instagram: https://www.instagram.com/theprenupcoach Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    43 min
  2. APR 16

    The High Earners Problem: Are We Spoiling Our Kids?

    "I want our daughter to see us actively choosing a response or a purchase, not because it's about affordability, but because it's about values." When you have the means to say yes to most things, choosing not to, especially when it comes to your kids’ wants and needs, becomes an act of intention. As parents to a toddler not yet two, our hosts, Natalie and Dan Slagle, turn the lens on themselves. They face the reality that high earners face a version of spoiling that has nothing to do with being careless, but is the by-product of abundance. When "no" is always a choice and never a constraint, the values behind it have to be spoken out loud. Dan lands on entitlement as the after-effect of unchecked giving. Natalie frames it as a failure of appreciation, or not recognizing the work and trade-offs behind what you receive. Neither of them thinks their two-year-old is spoiled yet. But they're already watching for the signs. Natalie has quietly been front-loading their daughter's college savings, while Dan wonders what they're giving up today: a trip, a night out, a little room to breathe. A 2025 study by Talker Research, commissioned by Acorns Early, finds the average monthly allowance has reached $52. Two-thirds of parents in the study said they knew exactly how much to give and why; one-third said they'd need to ask other parents for reassurance. One question Natalie wants every high-earning couple to ask each other is, “What does enough look like for our kids?” There’s no right answer. But as parents, you need to have that conversation. Key Topics: Micro-Decisions and What They Model (04:58)The 529 Tension: Funding Her Future vs. Living Your Own Life (11:37)A Client Story: The Apple Note That Drew the Line (16:59)Natalie and Dan's Different Instincts Around the 529 (21:51)Allowances in 2025: $52/Month, Venmo, and Preloaded Debit Cards (27:40)Chores, Allowances, and What Kids Should Never Be Paid For (28:58)How Parents Talk About Money Together is What Kids Remember (34:32)The One Question Every High-Earning Couple Should Ask (36:15) Resources: The 3 Best Ways to Save for Your Child's Future: https://www.fyoozfinancial.com/moneymatters-blog/the-3-best-ways-to-save-for-your-childs-future Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    39 min
  3. APR 2

    Stronger Together Than Apart with Heather + Court

    "Before you can have a good relationship with money with your partner, you need to have a good relationship with money with yourself." Most couples walk into their first marriage carrying financial secrets they don't even know they have. Today’s special guests walked into their second one with their budgets open and their histories laid bare… and it made all the difference! Our hosts, Dan and Natalie Slagle, sit down with Court and Heather, a remarried couple in their peak earning years who chose to do something that’s often rare after divorce: merge their finances again, and do it even before the wedding. In her previous marriage, Heather had been the sole financial manager, her ex-spouse oblivious to the bills, the budget, the mortgage. When the marriage ended, she had to teach him how to pay his own utilities. Now, money transparency is nonnegotiable for Heather. Court has a near-obsessive love of YNAB (You Need a Budget), the budgeting app, which he introduced to Heather just six months into dating. She hated it. Budgeting triggered a scarcity mindset that made her want to spend more, not less. But over time, they found a middle ground, using it as a shared tool rather than a financial rulebook. There was one crack in the transparency. Heather had taken out a 401(k) loan to consolidate some debt, and when a job change forced repayment, she had to come clean to Court. A chunk of what she planned to bring to their first home purchase together had quietly gone to pay it off. Court, for his part, barely remembered the conversation. What felt catastrophic to her barely registered to him, which is its own kind of lesson about the weight we assign to financial shame. Now, with a toddler in daycare and incomes that have grown steadily, they've sidestepped lifestyle creep. It’s not through discipline alone, but because the money has had somewhere intentional to go all along. Key Topics: Why Heather and Court Chose to Combine Finances Again After Divorce (08:17)Opposite Money Personalities: The YNAB Lover and the Budgeting Rebel (13:17)Combining Finances Before the Wedding (and Why It Felt Right) (15:57)The Financial Secret Heather Finally Confessed (17:52)Heather's Relationship with Money Growing Up vs. Court's (22:43)Lifestyle Creep, Daycare Costs, and What "Keeping Up" Actually Looks Like (29:49)What They'd Do With the Money If Their Daughter Weren't in the Picture (34:04)The Strange Discomfort of Unearmarked Money (37:42)What They're Each Looking Forward to Next (40:08) Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    45 min
  4. MAR 19

    If I Die Tomorrow, What Happens to Our Finances?

    "Perfection gets in the way of good. If we're reaching for perfection, then we'll miss the opportunity to make a good decision and inevitably make no decision, which will be poor." Death is the conversation most couples never have. Not because they don't care, but because they're too busy living. Our hosts, Natalie and Dan Slagle, sit with that discomfort in today’s conversation, walking through what the financial situation would actually look like if one of them were gone tomorrow. Using Natalie as the hypothetical (because she doesn't mind talking about death) they trace the real, practical consequences when one of them passes away: business income suddenly cut in half, childcare costs ballooning without a second set of hands, and a $2 million life insurance payout that sounds like a lot until you realize it doesn't come close to replacing a lifetime of earnings. Then there’s the seemingly small yet deadly stuff. Dan couldn't log into their own bank account for a month because two-factor authentication defaulted to Natalie's phone. It took a gentle cornering in the breakfast nook to finally fix it. That's the kind of friction that's an annoyance when your spouse is alive and a genuine problem when they're not. Guardianship is another obvious consideration. Who raises your child if you both go at once? Who manages the money? Those don't have to be the same person. The weight of that decision is exactly what has stalled their own estate plan update since 2020. You and your spouse can never achieve perfection, but you both need to make a good enough decision now. Because no decision, as Natalie puts it, is the worst decision of all. Key Topics: Why Couples Avoid This Conversation (08:16)What Happens Financially if a Spouse Passes Away Tomorrow (15:38)Stock Compensation, Business Ownership, and What Stops Coming In (17:33)A Real-Life Example of Being Financially Unprepared for Loss (21:51)How Having a Child Changes Everything (24:39)Guardianship: Who Raises Your Child, Who Manages Their Money (26:45)The Password Problem: Small Logistical Gaps That Become Big Problems (29:39)The True Cost of Unpaid Labor When a Spouse Is Gone (34:02)The Three Estate Documents Every Couple Needs (38:20) Resources Mentioned: NYT Article: https://www.nytimes.com/2026/02/14/your-money/taxes/couples-taxes-mistakes.htmlRecommended Listen: Money Dates Episode 12: Estate Planning Essentials: Wills, Trusts, and Avoiding Probate: https://www.fyoozfinancial.com/podcasts/estate-planning-essentials-wills-trusts-and-avoiding-probate Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    43 min
  5. MAR 5

    Life After the Accumulation Phase with Guests Theresa + Rob

    "If I was giving myself advice that I didn't follow, it would be to take more vacation... Can't get those days back. We're making up for lost time." What does it look like when two high-achieving lawyers, each starting over after a first marriage, blend their families and build a genuinely thoughtful financial life together? Our hosts, Natalie and Dan Slagle, sit down with guests, Theresa and Rob, to answer just that and share the lessons they’ve learned along the way! The pair attended the same law school, ran the same trails, and frequented the same coffee shop without ever meeting. It took Match.com to introduce them… ten years later. From the start, they were aligned where it counted. They were family-first, not flashy, and clear on what money was actually for. That clarity shaped how they raised their three kids. For instance, they built financial literacy from the ground up. They prepared vacation spending envelopes when the kids were little, then a full monthly budget exercise starting in ninth grade! Living in Pasadena meant navigating serious cost-of-living pressure. Their answer was to earn accordingly, spend deliberately, and stay the course when markets got rough. That discipline mattered most when the Eaton Fire broke out in January 2025 and swept through their neighborhood. Their house survived with smoke and ash damage, but the insurance battle and weeks of itemizing possessions demanded exactly the time and legal fluency that retirement made possible. Now in the distribution phase, Rob and Theresa admit the shift from saving to spending is psychologically harder than the numbers suggest. Learning to actually spend is a muscle they're still building! Theresa swears by living “a little below your means.” Don't inflate your lifestyle every time income rises. Rob adds, “Take more vacations.” The work, he promises, will survive without you. Key Topics: Raising a Blended Family (04:11)Teaching Kids About Money (08:29)Making It Work in California (20:24)Navigating Financial Hardship: The 2008 Crash and Staying the Course (22:55)Surviving the Eaton Fire: What Insurance Really Looks Like After a Disaster (24:52)The Retirement Shift: From Accumulating to Actually Spending (31:47)Legacy, Giving to Kids, and Not Spoiling Them (36:00)One Piece of Advice for Your Younger Self (39:20) Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    43 min
  6. FEB 19

    Funding the Life You Want with Guests Becky + AJ

    "Give yourself a North Star to where you want to be in your finances and make sure that that's where your money goes." What does it actually look like when two self-employed people build a financial life together from scratch, with no safety net, no employer benefits, and two kids in tow? AJ and Becky sat down with Dan and Natalie to answer that question with radical honesty! Their story begins with $50 in savings and a contractor opportunity that changed everything. AJ saw social media's business potential before almost anyone else, which opened a door to earning more in 20 hours than he had in 40. That first taste of financial breathing room set the tone for everything that followed. From that foothold, Becky became the family's financial architect: spreadsheets, discipline, and a strategic eye on the full calendar year. Meanwhile, AJ described himself as genetically incapable of spreadsheets but utterly passionate about every client he serves. Their complementary strengths turned out to be a superpower. One of their most powerful moves came on their honeymoon, when Becky and AJ wrote down their shared financial values (home, children, hospitality, travel, generosity) in a little notebook. Fifteen years later, those values still guide every major spending decision, revisited each anniversary. Health insurance deserves its own chapter. As Rochester, Minnesota residents near Mayo Clinic, they pay a premium that would send most people back to a W2. Their response was to make entrepreneurship non-negotiable, and budget accordingly. That includes driving a paid-off 2007 Jeep and rolling medical debt at 0% interest rather than surrendering their freedom. Now, in what AJ calls their "return era" (inspired by Denzel Washington's "first you learn, then you earn, then you return"), they're mentoring the next generation of contractors and giving back to the community that shaped them! Key Topics: AJ and Becky’s Foray Into Self-Employment (02:09)How Contractor Work Changed Everything (07:23)Navigating Health Insurance Without an Employer (13:30)Spending to Your Values (21:31)Managing Inconsistent Income as a Dual Self-Employed Household (26:06)Investing in Their Kids' Passions (28:35)Business Finance 101: Staffing, Scaling, and the Contractor Collective Model (35:25)The "Learn, Earn, Return" Era: Mentoring the Next Generation (40:09)What's Working and What's Still Challenging (41:02) Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    50 min
  7. FEB 5

    How to Structure Your Monthly Money Check In

    “We want money to be a tool and reason why couples stay together, not why they break apart.” Talking about money with your partner every single month sounds like a chore. And it can be if you and your spouse go into it unprepared. That’s why our hosts, Natalie and Dan Slagle, built a framework to make it less painful! First, start with feelings before figures. Ask your partner how they're feeling about money right now, whether anything financial has been causing stress, and what they're proud of. These aren't warm-up questions. They're the whole point. Couples sitting down to review the same income and expenses can walk away with completely different emotional experiences of that reality. From there, move into the numbers: income changes, expense surprises, subscriptions that deserve a second look. But the key is to focus on patterns rather than purchases. Dan and Natalie learned this firsthand when their miscellaneous spending category quietly ballooned (mostly Amazon orders) until the category-level view made the trend impossible to ignore. In other words, zooming out turned a potential blame game into a values conversation! For the Slagles, adaptability matters more than perfection. They embrace David Attenborough’s quote, "to adapt is to live," as their own. For instance, if a goal no longer excites you, don’t look at that as failure, but as growth. As a rule of thumb, couples should ask themselves these two questions. Did anything feel unfair or unbalanced this month? And what's one small win we can aim for next? Key Topics: Why Monthly Money Check-Ins? (06:40)The First Rule: Start With Cash Flow, Not a Budget Interrogation (10:25)Why These Three Questions Set the Tone (14:55)Reviewing the Numbers: Income and Expenses (16:34)Did Anything Surprise Us Financially? (24:41)Identifying Spending Patterns vs. Policing Purchases (27:26)Checking In on Short- and Long-Term Goals (31:07)"To Adapt Is to Live": When Goals Need to Change (34:21)Did Anything Feel Unfair or Unbalanced? (36:24)Looking Ahead: Preparing for the Next 30 Days (40:49) Resources: MONTHLY MONEY CHECK-IN: https://www.fyoozfinancial.com/podcasts/how-to-structure-your-monthly-money-check-in Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    50 min
  8. JAN 22

    Why We Decided Not to Buy a Home

    “It’s one thing to talk about the numbers. It’s another thing to actually look at the homes that you’re purchasing for that price point.” What happens when financial planners face their own home-buying crossroads? Our hosts, Natalie and Dan Slagle, pull back the curtain on their decision to walk away from homeownership despite having the pre-approval, down payment, and professional know-how to make it happen. Their landlords planned to sell by June 2026, later moved up to March. The Slagles targeted a monthly mortgage of 20% of household income. But reality hit hard. Nearly million-dollar homes came with unfinished basements, century-old infrastructure, and compromised locations. Dan openly admits his MTV Cribs-era expectations didn't match Portland's housing market. Also, the competition at their price point contradicted everything they'd read about soft housing markets. The Slagles aren't anti-homeownership. Dan candidly envisioned an 18-year family home followed by downsizing near their daughter's future city. But prioritizing flexibility, financial breathing room, and intentional resource allocation won over societal expectations and professional optics. Sometimes the wisest financial decision is recognizing when the timing simply isn't right. Key Topics: Getting Pre-Approved: The Numbers (09:31)What Home Ownership Meant Emotionally (12:27)Dan’s MTV Cribs Disillusionment (19:02)Rent vs. Buy Analysis (23:58)What Renting Freed Up Financially (27:08)Non-Negotiables: Location Over Square Footage (31:46)The Turning Point: Disappointing the Realtors (33:35)Final Decision and Looking Forward (38:38) Resources: Homeownership vs. Renting: The Good, the Band, and the Budget (episode) https://www.fyoozfinancial.com/podcasts/homeownership-vs-renting-the-good-the-bad-and-the-budget Schedule a Free Consultation: Go to https://www.fyoozfinancial.com and click the button in the upper right-hand corner Join our newsletter to stay up to date on the latest financial resources: https://www.fyoozfinancial.com/signup Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning https://www.fyoozfinancial.com/ — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together. At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals. Disclaimer: For updated disclosures, please visit https://www.fyoozfinancial.com/

    41 min
5
out of 5
20 Ratings

About

Money 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.

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