Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious?

While you don’t need to show your tax returns on the first date, there are some healthy ways to discuss your goals and general stability earlier on. Donna and Jim are here to share tips from their personal experiences and a financial planning perspective. Whether you’re re-entering the dating world or entering a new relationship for the first time, these conversations can set the stage for a healthier financial future together. Let’s dive in!

Here’s what we share in today’s show:

0:00 – Intro

2:33 – Donna and Jim’s personal experience

6:24 – When and how to start talking about finances

13:10 – Icebreakers, conversation starters, and observations

18:26 – When to involve a financial professional

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

Phone: (215) 948-3945

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