Marni speaks with Certified Financial Planner Sean Fitts about how he works with smart, professional women to create financial freedom and independence so they can get everything they want from life. If you are single, divorced, or widowed, Sean offers important money tips and insights you need to know about.

 

Key takeaways from this episode: 

• Understanding money basics
• Be confident about money
• The freedom of making smart financial decisions
• Asking questions about money when dating
• Must-have money conversations with potential partners

Understanding the Basics [2:24]

First and foremost, no matter what their relationship status is women need to understand money basics, says Sean. It is OK to delegate more in-depth monetary transactions but knowing the basics will keep a bank account from being overdrawn and, more importantly, provide financial security. 

 

Don't be afraid to say "I don't know what that means”  when talking to a trusted advisor about financial planning. 

The golden rule of financial security is to have a minimum of three months of what you spend, in cash and available to you in the event of an unintended major life event. Sean says, if you are single, protect your income with disability or job loss insurance.

 

Divorces and Deaths [21:04]

Sometimes life throws us relationship curveballs. And, finances can change drastically as relationships change. Sean advises women to not make any major financial decisions or changes soon after a life shift. The goal is creating financial stability to help sort through the noise of the well-meaning people in our lives. Find your own voice and refrain from making emotionally-based money decisions. 

 

Dating and Money Fundamentals [21:04]

Money is important to talk about while dating. Sean says unless you want to raise a child, a man should be able to pay his own way. If you value financial security, it is important to ask money questions early because financial decisions affect every long-term relationship.  

 

Many men believe they will work until they die. Financial planning is about more than having an income. 

 

The right guy is willing to have money conversations because they want the same things from a relationship.  

 

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