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

In this episode, I share six money management tips for couples who are in a busy season of their lives.

To book a free breakthrough session with Bill, visit https://pacesetterplanning.com/contact

In this episode, I share a few exciting updates about the future of the podcast and give a sneak peek of what's to come in 2026.

To book a free breakthrough session, visit https://pacesetterplanning.com/contact/

To download our new free resource '5 Money Moves Every Couple Needs to Thrive in 2026', visit https://pacesetterplanning.com/moneymoves

To check out the Newlywed Money Bootcamp, visit https://pacesetterplanning.com/bootcamp

It's very common for one spouse to feel excited about improving your family's finances, while the other feels hesitant, overwhelmed, or skeptical. This episode is for the spouse who knows that financial planning could transform your life and marriage, but doesn't know how to get your spouse on board.

To book a free breakthrough session with me, visit https://pacesetterplanning.com/contact

Get a copy of my book for 50% off Amazon prices at http://marriagecenteredmoney.com/book

Money management in second marriages comes with unique emotional and logistical complexities - especially for high income couples. In this episode, we discuss a number of strategies to consider when getting remarried.

To book a free breakthrough session, visit https://pacesetterplanning.com/contact

If you've been married for a few years (or more!) but never got around to figuring out whether (or how) to combine finances with your spouse, this episode is for you.

The Newlywed Money Bootcamp is my 14 day program to help couples build their financial foundation together. Even if you've been married for a while, check it out at https://pacesetterplanning.com/bootcamp/

To book a free breakthrough session with me, visit https://pacesetterplanning.com/contact

Good investments go far beyond what you can find in a brokerage account or a 401(k). In this episode, we discuss a variety of ways to invest in yourselves and in your marriage.

To book a free strategy session, visit http://pacesetterplanning.com/contact