To use our website, we recommend using the latest version of Microsoft Edge, Chrome, or Safari.
Episode 16: What’s mine is…mine
On this episode…
After four years, two apartments, multiple job changes and a pandemic, partners Weslie and Patrick are beginning to realize that while their relationship has gotten serious, their approach to money is stuck in the friend zone. They discuss their opposing financial attitudes, what’s holding them back and how they can find common ground.
This episode’s expert is financial writer Jackie Lam, who specializes in relationships and the emotions surrounding money. She offers tips for other couples struggling to get on the same page about spending and saving.
Money differences don’t have to be a dealbreaker—try to use them as an opportunity to help each another grow.
If you and your partner have opposing financial approaches, seek common ground with shared goals.
Our perceptions about money impact our relationship with it—work with your partner to identify your financial boundaries and set guideposts that work for both of you.
Not sure how to start talking about money with a partner? Start simple, stay honest and avoid judgement.
The views and opinions expressed in this podcast are those of the speakers at the time of recording and are subject to change as market and other conditions warrant. This podcast is for informational purposes only and is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise, regarding any specific product or security.
Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Investments: not FDIC insured – No Bank Guarantee – MayLose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss.Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security. Before investing, consider your investment objectives and JHPFS’s fees. JHPFS does not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to purchasing a financial plan or making any investment.
Unless otherwise noted, the speakers are not affiliated with John Hancock and they may have been compensated for their time.
Ready to talk through your own financial situation?