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3 Tips on How To Talk About Finances with Your Partner

Updated: Mar 27, 2022

Not everyone is super comfortable discussing finances, especially with a loved one. Learn how to approach talking about finances with your partner.

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Tip #1: Start small.

Finances can be a very overwhelming topic! After all, it's such a broad topic and there are a lot of things to cover. Instead of starting big and wide, start small and narrow. Bring up just one aspect of finances that you want to discuss. It's easier to talk about and your partner may be more willing to open up. A few examples:

  1. Do you know what your credit score is?

  2. How much are you saving each month?

  3. Are you contributing to your 401K?

  4. Do you have a debt payoff timeline for your existing student loans?

Check how your partner responds. If they respond negatively, chances are that their money mindset is hurting their financial success. That should be addressed first before anything else.

Tip #2: Visualize the end goal and work your way back.