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EP22: Dating and Money with Scott Trench of Bigger Pockets

Scott Trench Bigger Pockets MM

Episode #22 – Money and Dating with Scott Trench of Bigger Pockets



 

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Scott TrenchBio: Scott Trench is a perpetual student of personal finance, real estate investing, sales, business, and personal management. He is also a real estate investor, an executive at a large online corporation, salesman, real estate broker, and author. Through a solid understanding of money management, calculated risks, and a lot of hard work, he has created financial freedom for himself as well as a successful real estate business in just three years after graduating college. He hopes to now share the knowledge he has acquired so that others will have the tools they need to repeat his results in just 3-5 years, giving them the option to go anywhere they want in the world, work any job, start any business, or finish out the journey to financial independence and retire young.

Show Description: Scott and I talk about important personal decisions to make financially before dating and relationships pop-up. Scott and I also talk about fun date ideas, financial personality bits, and other considerations to make in achieving your own financial goals while enjoying a healthy social life.

ShowNotes:Set_for_Life_Master_low_res_pdf__page_30_of_248_

0:32 – Edit: “Bigger Pockets” Not “Bigger Podcasts”
1:17 – Go USA Eagles Rugby! Rugby Tangent 😛
3:08 – Dating And Spending Habits (Jump To Here To Get To The Good Stuff 😉 )
3:20 – Fitting Dating Into Our Spending.
4:15 – Single Vs Dating Spending
5:10 – Some Nice Unwarranted Dating Advice 😉
6:40 – The Key: Be Reasonable
7:03 – Edit “Be Aware” – Not “Be Intelligent”
9:15 – The Importance Of Setting Aside Money For Dating
10:24 – From Dating To Relationships
10:40 – Financial Compatibility: A Key In Dating
16:00 – Some Awkward Moments: Recognizing Vital Differences
18:00 – Key: Find A Partner With Similar Money Values To You
18:50 – Open Your Bank Account, And I’ll Tell You What’s Important To You (The Extra Quote I mention at 22:05)
19:15 – Money Is Only One Little Part Of A Good Relationship
20:00 – Marriage and Money : A Few Thoughts
22:20 – Money Is Just A Tool
22:55 – A Great Financial Goal Every Recent Graduate Should Consider
23:45 – Changing Disposable Income Over Time
25:00 – Money Maxim, and Scott’s Book

Money Maxim

“Most people do not accumulate significant assets early in life. And if you don’t do it early in life you miss out on huge amounts of opportunities. The stakes are really high right out of college for accumulating lots of wealth and building passive income. If you don’t do it then it gets harder and harder as you age” – Scott Trench

Contacts and Links from the Show

https://www.biggerpockets.com/users/scotttrench
www.BiggerPockets.com/SetForLife

Bad Daddy’s Burger Bar

Governor’s Park Tavern

 

 

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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