Childfree Life by Design

Managing Money as a Couple: Yours, Mine, Ours, or Something Else Entirely? Ep 142

Dr. Jay Zigmont, CFP® & Bri Conn Episode 142

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 28:56

How should couples manage money when marriage isn’t a given and independence still matters?

In this episode, Dr. Jay and Bri break down what it really means to combine (or not combine) finances as a couple, especially when you’re Childfree. Whether you’re all in on joint accounts or prefer a roommate-style setup, they cover the legal, emotional, and financial conversations that actually make it work. From disability and debt to fruit dresses and prenups, this episode tackles the nuances of doing life and money together, your way.

We'll cover:

  • (00:00) Navigating Finances as a Couple
  • (02:49) Understanding Marriage and Finances
  • (06:05) The Importance of Financial Planning Together
  • (09:09) Exploring Different Financial Structures
  • (11:57) Weekly Financial Check-ins
  • (14:45) Managing Separate Finances
  • (17:54) Creating Joint Goals and Agreements
  • (20:54) Finding Fairness in Contributions
  • (24:06) The Role of Documentation in Financial Planning
  • (27:13) Final Thoughts on Financial Structures


Mentioned in this Episode:


Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.

Connect with Us:

Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.

Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:

Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.