Money and Marriage Podcast
Bill Nelson
Recent Episodes
Deciding how to set up your bank and investment accounts is only the first step. In this episode, we discuss how to implement a cohesive financial strategy to make all of the components of your finances work together.
Download our new FREE guide, "5 Money Moves Every Couple Needs to Thrive in 2026": https://pacesetterplanning.com/moneymoves
To download a free chapter of Bill's book about how to set up your bank accounts, visit https://pacesetterplanning.com/freechapter
In this episode, we discuss a brand new critical income tax deduction for 2025, who is eligible to claim it, and some steps to take if your income is too high to claim the deduction.
Want me to figure all of this out for you? Book a free breakthrough session at https://pacesetterplanning.com/contact/
In this episode, learn:
- Why you shouldn't think about an engagement ring as a traditional "investment"
- How to approach setting a budget for an engagement ring
- The best way to buy an engagement ring
- How to get the best bang for your buck
- ...and more!
To book a free breakthrough session, visit https://pacesetterplanning.com/contact
In this episode, we discuss five (or so) specific financial mistakes I often see couples make - from cash and investment strategies, to home buying, to taxes, and everything in between.
To book a free breakthrough session, visit https://pacesetterplanning.com/contact
In this episode, we discuss a tweak you can make to your investing strategy to (hopefully) improve your long-term financial outcomes. If you have a Roth IRA or Roth 401(k), this episode is for you.
To book a free breakthrough session with Bill, visit https://pacesetterplanning.com/contact