My friends and I talk about money all the time.

It’s a great way to crowdsource information from people in the same season of life. I also think it helps us be more open with one another.

But money can be a taboo topic and difficult to navigate with friends. To help us through these sometimes tricky conversations, we have Sarah Roller, a financial coach who helps clients create personalized money management plans. In this episode, we cover the different levels in which you can talk about money. When is it valuable to talk numbers, and what are easy gateways into these conversations?

Remember: the way you or I manage money isn’t right or wrong. It can be different but right for each of us in the current moment. How can we approach these conversations with respect and curiosity?

In this episode you’ll hear about:

• Reasons to talk with friends about money, from gathering ideas on how to manage your own finances to understanding how friends will want to spend time together
• The different levels of money conversations you can have with friends and non-threatening ways to start these conversations
• Sharing financial goals with friends, which can alleviate discomfort when deciding how you want to spend time together and understand each other’s thought processes
• Approaching these topics with curiosity and respect, and knowing that everyone has different feelings about the actual numbers
• Asking yourself: WHY are you asking? What will you both get out of it? And when is it actually useful to share numbers and details?

Resources & Links

Visit Sarah’s website and download her free tool about how to plan for life’s irregular expenses.

Learn more about my roots framework!

Like what you hear? Visit my website, leave me a voicemail, and follow me on Instagram! 

Want to take this conversation a step further? Send this episode to a friend. Tell them you found it interesting and use what we just talked about as a conversation starter the next time you and your friend hang out!