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Episode 18: NewlyWed Finances – With Dave Jacobson of CoachConnections

Episode #18 –  Newlywed Finances & Money Coaches – With Dave Jacobson



 

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Dave Jacobson HeadshotBio: Dave Jacobson, certified financial coach, enhances lives by empowering others to make better decisions with money that lead them to a financially fit lifestyle.  He has helped hundreds of individuals find financial peace through personal coaching and financial wellness seminars that focus on building and implementing a practical financial plan.

Coach Dave was nationally recognized for his personal money management expertise by The Lampo Group (Dave Ramsey’s organization) and leads Counselor Connections, a best practices group of top financial coaches from across the nation.

Show Description: Dave and I talk about marriage, finances, and some important things to do before you say “I Do”. We avoid the budgets and the numbers and focus on the thinking, actions, and understanding your partner and helping them understand you. We also delve into the value of a coach regardless of who you are, and what your

ShowNotes:

  • 0:39 – Dave Shares his history in Financial Counseling and about his personal life
  • 3:55 – Marriage: No One Tool
  • 5:15 – Communication and Unification
  • 8:00 – A mediator and guide – What a Coach is for
  • 8:40 – Areas of a healthy NewlyWed financial discussion
  • 10:50 – A Unified Vision
  • 14:15 – Dave’s Money Maxim
  • 16:56 – Starting To Talk, “As You Create:
  • 19:11 – Money is Emotional
  • 20:09 – What a Financial Coach is, Why Everyone Can Utilize One
  • 24:19 – Connecting with Coach Connections.

Money Maxim

Dave Jacobson - MoneyMaxim

Your What will only be as strong as your Why.  (This means that their passion leads, not the numbers). -Dave Jacobson

 

Contacts and Links from the Show

Here is the link to the free Guide  Free Newlywed Checklist from Coach Connections.

Coach Connection

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Episode #16 Happy Where You Are – Relationships Time and Money with Elizabeth Colegrove – The Reluctant Landlord

Episode #16 Happy Where You Are – Relationships Time and Money

with Elizabeth Colegrove – The Reluctant Landlord




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Bio: Elizabeth Colegrove is a landlord, a frugal living expert, and a proud world traveler. She is focused on early retirement and early financial freedom while maintaining a passion for traveling, exploring, and enjoying life! As a military wife who dated and married her sweetheart at a young age, she has many insights on early financial independence, expressing love to those close, and making everything enjoyable and fun.

Show Description: Today I talk with Elizabeth Colegrove from The Reluctant Landlord about dating, getting married young, and enjoying every part of it. Elizabeth met her husband at the age of 15, got engaged at the age of 20, and was married at the age of 22! We talk about enjoying time, and enjoying money, and enjoying life when one of those two are lacking!

ShowNotes:

  • 1:05 – Elizabeth shares how she met her husband
  • 2:30 – Dating at a Younger Age
  • 6:11 – Best Anniversary Ever! (The Effort Is All About Each Other)
  • 7:10 – A Peek into My Parents Anniversary 🙂
  • 8:30 – Making it work when you get married young
  • 11:20 – More things Elizabeth did to make it work when married young
  • 12:58 – Fun Runs the Show: Positive or Negative is your control
  • 13:41 – The biggest key to POWERFUL relationships. (13:41-14:01)
  • 14:01 – Making the most of a hard situation. Positive Style 🙂
  • 16:00 – Time. Money. Balance.
  • 18:10 – Saving $140,000 in 7 years. Couple Goals, and Working Hard
  • 19:59 – Going on a vacation to Hawaii and coming back with $2,500 dollars
  • 21:40 – How to make the 10 worst things in your life positive
  • 24:10 – More on making things positive and exciting
  • 25:50 – Example: turning 50-50 parent split time from a divorce into a positive thing
  • 27:11 – Elizabeth’s Money Maxim and Contact Info

Money Maxim

Maxim35 - Elizabeth Colegrove

“The Most Negative Things in your life can be the most positive if you can look at it in the right way”

“Your Feelings are YOUR Feelings”
“Take Your Tools and turn them into what works best for you”

“If you’re not liking a situation, CHANGE IT”

Action Items

Make a list of 10 things you HATE about life. Look at that list tomorrow, and think OKAY. How can I turn these things into a positive? (listen to 21:40-23:20)

Email me [email protected] , or [email protected] for help if you get stuck!

What is most available in your relationship right now? Time, or Money? Or neither? How can you make the most of it in a positive and uplifting manner? Comment below with something fun you’ve done recently!

Contacts and Links from the Show

Facebook:   Twitter:    Pinterest:    Website:   Email

 

Estevez Tax!

If you’re looking to get in on my exclusive partnership with Estevez Tax, and to get information on doing your taxes next year, book keeping for your business, or getting some tax consulting done for your business, or personal finances email me [email protected] Title: “Estevez: Tax Info”

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EP#15- 3 Money Stages of Relationships With Joseph Hogue

Episode #15- 3 Money Stages of Relationships With Joseph Hogue



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Joseph Hogue HeadshotBio: Joseph Hogue is a Chartered Financial Analyst and does research for small and medium-sized firms in the investment management industry including Equity & Investment Analysis, and Ghost-writing. Beyond that, he manages several blogs on crowdfunding, peer lending, stock markets, and making money at home. He serviced in the military, and worked for the state of Iowa as an economist. He’s bilingual, accomplished, and has lots and lots of experience in the finance and economics industries.

Show Description: Joseph and I discuss 3 different stages of relationships and some little thoughts about dealing with money both dating, serious relationships, and when we each get married. We also drop personal insights about budgeting, dating in some specific types of situations, and of course Joseph shares some personal experience.

ShowNotes:

  • 2:55 – Joseph shares how long he’s been married and a little about his marriage
  • 4:00 – People don’t talk about money in relationships. Why?
  • 4:23 – Let’s start with ourselves: societal expectations, and spending sprees
  • 7:30 – Buffer Our Budgets
  • 8:00 – Dating: Be yourself when on the hunt
  • 9:25 – Be what you want in someone else
  • 11:10 – Recognize you can’t do everything you want
  • 12:15 – Have money conversations before you have to
  • 14:00 – Handling Expectations
  • 16:00 – Money conversations and compatibility
  • 20:45 – Talking Debt with your partner: (Hint: Do it BEFORE the wedding)
  • 21:45 – Entrepreneurs and Dating: Thoughts and considerations
  • 23:50 – Being open with each other: Ambitions, Work, and Assuming
  • 26:10 – Newlyweds: Making it easy
  • 28:15 – Weddings and Debt
  • 30:00 – Relationships with couples making different incomes, dating, courting, & marriage. Supporting each other, mindset, and money’s purpose
  • 34:43 – Joseph’s Money Maxim

Money Maxim

Joseph Hogue Money Maxim 34

“Don’t sweat the petty things, don’t bet the sweaty things.”

Action Items

Set a budget where you can enjoy yourself: avoid the yoyo-spending splurge!

Have a financial partner in crime you can share your finances with.

Consider what you know about your finances and your partners finance (or what you may expect from a future partner). Do you know if they have debt? Do you know their spending habits? What level of information is good to know about that person? Talk to them about it. It’s a good conversation to have. If you need help, or want a 3rd party to help mediate or work on things together, contact me! I’d love to help

(would someone think it’d be cool for me to create a “NewlyWed Financial Checklist” or topics to discuss before marriage about money? Let me know in the comments or email me 😉 If there’s interest I’ll invest the time in research and make something awesome for my lovely listeners!)

Contacts and Links from the Show

Joseph Hogue has many websites he owns, runs, and writes for on a weekly basis.

Mystockmarketbasics.com

Myworkfromhomemoney.com

Peerfinance101.com

Joseph said feel free to email him to connect! [email protected]

Mentions

Kirk Duncan – 3keyelements