In this episode, we discuss five (or so) specific financial mistakes I often see couples make - from cash and investment strategies, to home buying, to taxes, and everything in between.
To book a free breakthrough session, visit https://pacesetterplanning.com/contact
In this episode, we discuss a tweak you can make to your investing strategy to (hopefully) improve your long-term financial outcomes. If you have a Roth IRA or Roth 401(k), this episode is for you.
To book a free breakthrough session with Bill, visit https://pacesetterplanning.com/contact
In this episode, I share six money management tips for couples who are in a busy season of their lives.
To book a free breakthrough session with Bill, visit https://pacesetterplanning.com/contact
In this episode, I share a few exciting updates about the future of the podcast and give a sneak peek of what's to come in 2026.
To book a free breakthrough session, visit https://pacesetterplanning.com/contact/
To download our new free resource '5 Money Moves Every Couple Needs to Thrive in 2026', visit https://pacesetterplanning.com/moneymoves
To check out the Newlywed Money Bootcamp, visit https://pacesetterplanning.com/bootcamp
It's very common for one spouse to feel excited about improving your family's finances, while the other feels hesitant, overwhelmed, or skeptical. This episode is for the spouse who knows that financial planning could transform your life and marriage, but doesn't know how to get your spouse on board.
To book a free breakthrough session with me, visit https://pacesetterplanning.com/contact
Get a copy of my book for 50% off Amazon prices at http://marriagecenteredmoney.com/book
Money management in second marriages comes with unique emotional and logistical complexities - especially for high income couples. In this episode, we discuss a number of strategies to consider when getting remarried.
To book a free breakthrough session, visit https://pacesetterplanning.com/contact
If you've been married for a few years (or more!) but never got around to figuring out whether (or how) to combine finances with your spouse, this episode is for you.
The Newlywed Money Bootcamp is my 14 day program to help couples build their financial foundation together. Even if you've been married for a while, check it out at https://pacesetterplanning.com/bootcamp/
To book a free breakthrough session with me, visit https://pacesetterplanning.com/contact
Good investments go far beyond what you can find in a brokerage account or a 401(k). In this episode, we discuss a variety of ways to invest in yourselves and in your marriage.
To book a free strategy session, visit http://pacesetterplanning.com/contact
Learn what smart taxpayers are doing to take advantage of the provisions in the One Big Beautiful Bill Act relating to child investment accounts, charitable giving deductions, itemized deductions, and more!
To book a free strategy session and discuss a detailed tax plan for your family for the year, visit http://pacesetterplanning.com/contact
Many couples avoid difficult money conversations because they fear conflict, judgment, or anxiety.
But ignoring financial discussions doesn't make the challenges disappear - in fact, it makes them harder to fix later.
In this episode, we discuss how to break out of the cycle of avoiding tough money conversations and how to set yourself up for success in talking about money with your spouse.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
Real financial planning isn't just about fixing problems - it's about dreaming big, setting tangible goals in alignment with these dreams, and creating a life that you love.
In this episode, we discuss how to shift from just getting by financially to financially thriving.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
Many high-income couples assume that making more money will solve their financial stress.
But more income on its own might not give you financial security or piece of mind. In this episode, we explore why making more money doesn't automatically lead to financial success - and what to do about it.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
All of us have blind spots when it comes to aspects of our financial lives. In this episode, we discuss some of the most common blind spots I see couples facing when it comes to their finances and how to handle them.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
We tend to think of money as a purely quantitative topic. But in reality, money is deeply rooted in our emotions, values, and our personal histories.
This episode explores why money triggers such strong emotions, how these emotions drive and shape our financial behaviors, and discusses some strategies couples can use to make good financial decisions in the context of our emotions.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
A financial plan for your family will only work if it reflects both you and your spouse's values, goals, and long-term dreams.
In this episode, we break down the three key steps you need to create a financial roadmap for your family that honors both of your perspectives to help you strengthen your financial bottom line and your marriage.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
In this episode, we discuss the conversation you should have with your spouse to align your money with what's most important to you as a family.
To get a copy of my book, Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together, visit http://marriagecenteredmoney.com/
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
Not being on the same financial page as your spouse can take many forms. Whether you're fighting about money or avoiding talking about it entirely, many couples don't realize the damage financial disconnection is doing to their marriage until it's too late.
In this episode, we explore the hidden emotional and financial costs of not being on the same financial page.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com or visit https://pacesetterplanning.com/contact
One of the most common sources of money fights for couples is over personal or discretionary spending. In this episode, we discuss a few different ways to build "fun money" into your budget without fighting about money or derailing your goals as a family.
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com
Nervous about how the stock market will react to tariffs, potential trade wars, and everything else in the news? This is the episode for you. Learn the #1 question you need to answer before reacting to fears of a stock market downturn, and much more!
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com
In this episode, we discuss eight specific money steps you should take as you get ready to have a child. Plus, an exciting personal annoucement that may or may not be related to the episode topic!
Have questions or want to schedule a free breakthrough session? Email bill@pacesetterplanning.com
