The Household CEO

17. The Financial Conversation Every Couple Needs to Have (But Most Keep Avoiding)

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Most couples are having some version of the money conversation. But there is a big difference between talking about this month's budget and talking about what happens to your family if one of you is suddenly gone. In this episode, Kallista breaks down the two types of financial conversations every couple needs to be having, why one of them keeps getting avoided, and how to actually get your partner to the table without it turning into a fight.

Key Takeaways

  • There are two types of financial conversations. The immediate ones about right now and the future ones about what happens if everything changes. Both matter. Most couples only have one.
  • Postponing the conversation does not make the risk go away. It just means you are unprepared for it when it shows up.
  • The way you frame the conversation changes everything. Lead with love and care, not with fear or a list of what is wrong.
  • Start where you can. Build the habit of reviewing finances together and use that foundation to work toward the bigger conversations.
  • The discomfort of having the conversation is nothing compared to what the alternative costs your family.

    • Resources + Links Mentioned

    • Book a Household CEO Audit Session
    • Episode referenced: 10.The FAMILY Method: I is for Insure What Matters
    • Episode referenced: 15. Running a Household Like a Business: The CEO Mindset for Families 

      • Connect With Kallista

      • Instagram: @kallistaandersen
      • Email: [email protected]

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        The Household CEOBy Kallista Andersen