Resource · Life Transitions
Talking Money With Your Spouse
A short guide to the conversations most couples avoid — and the questions that make them easier.
Money is a common source of tension for couples, often because the conversation only happens when something has gone wrong. This guide offers a simple format for talking about money regularly, before there’s a problem.
What’s inside
A monthly money date
A suggested 60-minute agenda that moves from a quick check-in to one shared decision and a thank-you.
Bigger-picture questions
Questions for each quarter of the year, from what money felt like growing up to what you want to decide together next year.
What works and what backfires
Habits that keep the conversation productive, and the ones that tend to make it harder.
Set a standing time
Download the guide and pick a date for your first conversation. Bring what comes up to your annual review, and plan to attend together.
This content is for informational purposes only and is not individualized advice.