On This Episode

It’s one thing to split expenses, but when you get married, what should you combine? What should you keep separate? And beyond the budget, what do your joint financial plans need to include? This week, host Stefanie O’Connell Rodriguez gets answers from Erin Lowry, author of the Broke Millennial series, including Broke Millennial Talks Money: Scripts, Stories, and Advice to Navigate Awkward Financial Conversations.

Meet Our Caller

“Felicity” is a 26-year-old listener based in Des Moines, Iowa. She’s getting married in October of this year and she and her fiancé are struggling to balance their financial goals and wedding expenses. Felicity and her fiancé both want to move away from relying on credit cards for a majority of their spending, but their avoidant tendencies around money are keeping them from making real progress.

Meet Host Stefanie O’Connell Rodriguez

Stefanie is a nationally recognized personal finance expert ready to talk work, worth, and money with unapologetically ambitious women. Her work has been featured in The Wall Street Journal, The New York Times, USA Today, Cosmopolitan, Glamour, and Oprah Magazine, and Stefanie has appeared on ABC World News, CBSN, Fox & Friends, Fox Business, Bloomberg, The Dr. Oz Show, The Doctors, and more to share her smart, practical solutions to any money problem.

Meet Our Expert, Erin Lowry

Erin Lowry is a personal finance expert and author of the Broke Millennial book series. Through Lowry’s website, books, presentations, and courses, she helps millennials navigate important money questions and get their financial lives together.

Advice From the Episode

Talk to a financial therapist. If you are having difficulty having productive conversations around money with your partner, a financial therapist of planner can help you work through it. —Erin"It is really important to have conversations back and forth about what feels good to us, what feels right to us about how to handle money." —ErinEach month, set aside “fun money” in separate accounts for you and your partner to use however you want, without judgement. —Erin

Download the transcript for this episode.

Follow Erin on Instagram. Visit brokemillennial.com.

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