In this episode, Alicia chats with Bill Nelson, a Certified Financial Planner and Certified Financial Therapist Professional, who has been guiding engaged and newlywed couples since 2016. Bill’s unique approach combines financial planning with understanding the emotional and psychological aspects of money—a powerful mix for helping couples set a strong financial foundation. Whether you’re navigating finances in a new marriage, merging money mindsets, or planning for family complexities, Bill’s insights offer a practical framework to tackle common financial stressors in relationships. From managing stepfamily finances to creating systems that reduce conflict, this episode digs into the tools couples need to secure their financial future.
Topics discussed:
- Biggest Financial Mistakes Couples Make Early On – Bill discusses common pitfalls, like the lack of a financial decision-making framework, and how to avoid them.
- Handling “Hypothetical” Financial Decisions – We dive into conversations couples should have about things like estate planning, supporting aging parents, or planning for children from previous relationships.
- Money Blocks and Money Scripts – Discover how unconscious beliefs about money can impact relationships, and how Bill helps couples create systems that respect each other’s perspectives.
- Creating a Family Financial Mission Statement – Learn the benefits of establishing a financial mission statement to guide shared goals and priorities.
- Fair Doesn’t Mean Equal – We talk about the tricky territory of fairness in finances, particularly in stepfamilies, and why equitable doesn’t always mean equal.
Connect with Bill:
On Instagram
www.pacesetterplanning.com
Want 50% off Bill’s book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together? Get that here.
