Financial Intimacy: Money Date (Ep.10)

05/12/2023 24 min
Financial Intimacy: Money Date (Ep.10)

Listen "Financial Intimacy: Money Date (Ep.10)"

Episode Synopsis

Money is one of the most common causes of stress in a relationship. 
If your financial habits and goals differ from those of your spouse, it’s time to plan a Money Date. 
Join Jack Burnette and Alison Castellano as they highlight the importance of setting time to connect with your partner about your finances. Not only will you get to spend quality time with your spouse, but a Money Date can also help reduce stress, improve communication, and help you align your views pertaining to future spending.
Before you make a reservation, listen to this episode to gain insight into:

The benefits of going on a Money Date – and how to budget for this particular outing
Why is it important to share the same values and perspectives concerning your finances
How merging your finances can provide stress relief and inherent bond
Why is it important for couples to be on the same page with goals and spending habits
Real-life client experiences from their advisory practice 
And more

Resources:

Sobriety Celebration: Jack’s LinkedIn Post

Connect with Alison Castellano:

Iter Financial Wellness
LinkedIn: Alison Castellano
Email: Alison Castellano
Call Alison: 205-504-9868

Connect with Jack Burnette:

Iter Financial Wellness
LinkedIn: Jack Burnette
Email: Jack Burnette
Call Jack: 205-613-4994

Connect with RFG Advisory:

RFG Advisory
LinkedIn: RFG Advisory