Couple Money: Owen & Susan

We dearly love to interrogate couples about how they negotiate money, and for this latest round we caught Owen and Sue just before they went on a date and forced them to tell us how they talk about money with each other.

Well, we say “forced”…but it didn’t take too much effort on our part, because it turns out that this married couple with young kids has their money communication strategy down cold. It’s a beautiful thing to see, and we’re excited to share it with you.

You might know Owen from his financial planning startup PlanEasy…and if you don’t we bet you’ll want to check him out after hearing this episode!

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Show Highlights

  • 5:30 – Owen and Sue’s amazing, incredible, all powerful money meeting

  • 12:10 – What changed when they had kids?

  • 15:15 – Why Sue budgets in a Word Doc (and Owen DOES NOT)

  • 25:03 – What would Owen and Sue do with a surprise $3,000?

  • 26:10 – How do they figure out what’s ‘fairsies’?

  • 32:50 – What’s the advice you would give to other couples managing their money

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