Setting Financial Goals Together

In this short clip, Agnes and Ryan discuss how couples should handle money together. Shared costs like rent, cars and utilities come from a joint account and are joint decisions, and each couple should sit down early to decide which financial goals matter most.

Takeaways

• Pay shared expenses such as rent, cars and utilities from a joint account and make those decisions together.
• Every couple has different goals, such as a house, travel, a business or college savings, so decide them together.
• Talk early in the relationship about what is important to both of you and what each person wants individually.

Conversation and opinion, not medical, legal, tax or financial advice.