191. Achieve Financial Harmony: Expert Guidance for Blending Your Finances [with Ron Deal & Greg Pettys]
More ways to listen:
Money is emotional.
That's why it can be a touchy subject for couples — whether they're preparing to blend or if they've been blending for a while. Discussing finances can lead to very real challenges.
The process of "merging money" can easily become complicated and overwhelming for blended family couples. The complexities tap into deeper emotions tied to things like fear, trust, loyalty, security, and stability.
But "complex" and "impossible" are two different things. The emotional nature of money doesn't have to keep couples stuck. It is possible to create transparency, understanding, and alignment around your finances — for today and for the future.
And the great part is, alignment around finances often creates greater levels of trust and intimacy in your relationship.
So if your goal is to love, care, and provide for everyone in your family, but you just aren't sure how to effectively merge your finances — this episode is for you!
We're so grateful to have Ron Deal and Greg Pettys on the show to share expert advice and practical steps for discussing and managing your financial expectations and future plans…
…this episode is a MUST for every blended couple.
You'll Discover:
How to move beyond fear and ambiguity to create transparency, understanding, and alignment around money
The difference between a Prenuptial Agreement (which is a contingency plan that assumes failure) and a Togetherness Agreement (which is a proactive plan that assumes success)
How to build emotional and financial security and safety while making decisions around money — even when there's doubt and distrust
How to honor and provide for your children's future, while offering care and concern for your spouse and stepchildren's financial future as well
Resources from this Episode:
Book by Ron Deal, Greg Pettys & David Edwards: The Smart Stepfamily's Guide to Financial Planning: Money Management Before and After You Blend a Family
Click here to connect with Greg Pettys for a FREE consult regarding basic estate planning (wills, trusts, power of attorney and guardianship)
Click here for a list of Smart Stepfamily Providers for help with 'under the surface' issues.
Ready for personalized support? Schedule your free coaching call
We all need some extra support along the blending journey — we're here to help. You can connect with us for a free coaching call to see how we might help you experience more clarity, confidence, and connection in your home. Schedule your free call here: https://calendly.com/mikeandkimcoaching/freesession
Feeling overwhelmed and not sure where to start?
With so many episodes available here on the show, it might feel a bit overwhelming to find the topics that matter most to you. That's why we've created the Blended Family Breakthrough Quiz which will direct you to the most impactful episodes that pertain to you personally.
Join our community
You don't need to navigate blended family life alone. Join our supportive community where you'll connect directly with us and other couples just like you who are intentionally investing in healthy blending strategies. Click the link to find out how to join: https://learning.blendedfamilybreakthrough.com/blendingtogether
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