030. For Love or Money: Getting Engaged, Married & Managing Money with Your Partner

Old Money

Say "I do" to managing finances with your partner. Today, Amber shares the story of her engagement to her partner, Justin, and how to open the conversation around money with a partner. You'll learn 5 tips on enjoying your engagement (beyond wedding planning) and 4 simple frameworks for mini-money meetings with your partner to learn about each other financially. From addressing financial infidelity to setting money goals as a couple, you'll gain valuable insights on how to build a strong, transparent relationship together.

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In today's episode, we cover the following:

• Amber and Justin's relationship story, from the first date (1:47)
• Amber and Justin's engagement story and choosing the ring (7:47)
• The Old Money guide to getting engaged (15:56)
• Step #1 to enjoying your engagement: celebrate! (17:57)
• Step #2: Insuring your ring (19:32)
• Step #3: Drafting your prenup with an attorney (20:56)
• Step #4: Get more intentional about your relationship (25:13)
• Step #5: Money meetings with your partner (28:27)
• Mailbox money question: I would love to hear your take on a successful woman merging finances or not with a man you'll marry (37:15)
• Mini-money meeting #1: The starting point (40:47)
• Mini-money meeting #2: The vision of the future (46:55)
• Mini-money meeting #3: Shared responsibilities (52:05)
• Mini-money meeting #4: Execution (54:16)

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RESOURCES

• Episode 006: CEO Systems for Ultimate Success
• Episode 020: The Prenup Playbook with Natalie Elisha Goldberg
• Download the My Human Design App
• Manage your money with Monarch Money

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Today's episode is sponsored by the Female Founder Collective and their exclusive membership community, the 10th House. Scale and grow your business with like-minded women. Send in your applications by the end of January 2024 to join their next cohort, and use the code OLD MONEY for 15% off your annual membership!

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Copyright (c) Old Money 2023.

The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.

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