Money Mocha #2: Have you ever been on a Money Date?
Want to learn something new about your partner? Here’s a script to have a FUN conversation about money.
It’s what I call the “Rich Life Bucket List Exercise for Couples”
1. Take two separate pieces of paper & write down your Rich Life Bucket List.
2. Compare... See more
Ramit Sethix.comWhen to DIY financial planning versus hiring a professional, using a three‑month test and friend-style advice.
TRANSCRIPT
com slash newsletter. A few years ago, I had kind of an epiphany during a first meeting with some potential financial planning clients.
The meeting started like most of them do, and the couple shared some areas they wanted to address, like saving for retirement, combining finances as a soon-to-be-married couple, and setting aside money for travel.
... See moreMost people avoid their finances because they’re scared — the numbers feel overwhelming and controlling. I help women gently face their money without shame, judgement or “finance bro” vibes, using cozy tools and beginner-friendly guidance so they can move from fear to confidence.