Trying for FI
Sharing stories and strategies from the daily grind toward our financial independence. We are a Queer blended family of five living in the Bay Area and are "late starters" dedicated to Trying for FI!
Trying for FI
Quarterly Money Talks: A Simple Practice To Track, Reflect, and Reconnect
In this episode, we introduce one of our favorite new FIRE practices: the quarterly wealth talk — a simple but powerful way to reflect, plan, and feel more connected as budget partners.
Here’s what we cover:
• What a quarterly money talk actually is (and why we love it)
• A sample agenda you can use to review your finances and reflect on what wealth really means
• What surprised us during our own quarterly review — from underestimated savings to unexpected feelings of abundance
• How this conversation helped us celebrate wins, plan ahead, and feel more like a team
• Tips to prep better next time so your chat takes 45 mins, not 3 hours 😉
This episode is a follow-up to our Spending Tracker episode — if you haven’t listened to that one yet, it’s a great place to start.
Whether you're tracking your money daily or just starting out, this practice can help you:
• Spot patterns in spending and saving
• Connect emotionally with your goals
• Redefine wealth beyond just numbers
Bonus: we include a free agenda template in the episode resources to guide your own quarterly conversation.
#quarterlymoneytalk #financialintimacy #budgetingwithpartners #firemovement #wealthreflection #moneyandmindset #financialcheckin #spendingtracker #moneytalks #financialindependence
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