Q&A: I've tried everything to get my wife more involved with our finances. How can I get her to the table?
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Is your spouse or partner reluctant to immerse themselves into your financial planning? If your loved one resists talking about money, it might be time to change your approach.
READ THE ARTICLERather than insisting on financial meetings, make money conversations feel relevant and engaging.
How to Do it: Start by understanding why your partner avoids the topic—whether it's past experiences, feeling overwhelmed, or simply a lack of interest. Shift the focus to shared goals, like planning a dream vacation, and set a relaxed, pressure-free setting for these discussions. Most importantly, ensure they know the essentials in case of an emergency.
Key Takeaways: Your loved one is your teammate. Meeting each other where you’re at—not forcing the issue—will help make financial planning a shared responsibility, strengthening both your finances and your relationship.