Build a Better Financial Future

101: The 3 Steps to Have a Successful Money Date!


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Money conversations with you and your partner do not have to be unpleasant. Having a money date will help you both be on the same page and help get you closer to achieving your goals.

Notes:

In this episode, Luis talks about the following and more:

  • What is a Money Date?
  • Why are Money Dates Important?
  • How Often Should You Have a Money Date?
  • The 3 Steps to Have a Successful Money Date

Resources:

  • Download the 3 Fundamental "Money Moves" to Make Before Turning 45
  • LatinXcellence, more than a brand, it's a movement!
  • Episode 010 – Marrying Your Finances
  • Episode 080 – When a Spender and a Saver Get Together: How to Make It Work
  • Luis' LinkedIn
  • Luis' Twitter
  • Luis' IG
...more
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Build a Better Financial FutureBy Luis Rosa, CFP® EA

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