How To Talk Money With Your Partner

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Oct 11, 2019

Dedicate a time

Together, choose a time when both of you can focus without distractions.

Prepare your thoughts

Prepare a mental list of topics you’d like to discuss. Include the basics along with any specific issues that you’d like to see change.

Start with a vision

Here are some to get you thinking:

Wouldn’t it be amazing to buy a home of our own?

I’d love to retire at 55. Wouldn’t you?

Create a saving plan

Start talking numbers. How much would we need to make a financial dream come true? Together, create a savings plan that will help you achieve your shared goals.

Build a budget

Work out a monthly budget that accounts for all expenses and your new savings goals.

Discuss money management

If you aren’t already sharing expenses, talk about it now. Also, consider linking one of your accounts or opening a shared account at the credit union.

You’ve made it through the money talk. Now, go and make those dreams happen!