Pre-Marriage Conversations about $, Packs of Wedding Rings on Amazon and Convo with Swell Advisors

September 17, 2020 NaN
Pre-Marriage Conversations about $, Packs of Wedding Rings on Amazon and Convo with Swell Advisors
Why'd You Buy That?
Pre-Marriage Conversations about $, Packs of Wedding Rings on Amazon and Convo with Swell Advisors
/

Show Notes

Drew and Dan talk with, friend of the podcast, Jessica Steele. In this episode, their conversation is spurned by the article, “7 Must-Have Money Conversations You Need to Have Before Getting Hitched,” which was published on the website WalletJoy. Drew and Dan also talk with Sandra Merrill and Chris Zimmermann of Swell Advisors. They discuss their trip around the world (on a budget) and the lessons they learned while on that journey. Then Drew, Dan, and Jessica round out the episode for a rousing round of “Why’d You Buy That.”

If you would like to give us your input, have any comments, or questions, email us at [email protected]

Talking Points:

Resources/Links:

Wallet Joy, “7 Must-Have Money Conversations You Need to Have Before Getting Hitched” by Elyssa Kirkham

The Steele Maiden Blog

Swell Advisors

Swell Advisors, Facebook

Swell Advisors, Instagram

Weekly Budgeting App

Other Episodes

Episode

July 28, 2020 NaN
Episode Cover

The Incredible Free Machine That Hands Out Happiness

Today we’re starting off by talking about our 4th of July festivities and what it was like lighting off fireworks at home. Then we’re going to dive back into the topic of the coronavirus and it’s continued effect (or non-effect) on our lives. In addition, we have a question to ask our customers: Would you like an automated assistant to ask you questions and check-in with your goals on a daily basis? And would you be willing to pay for that as an add-on? If you would like to give us your input, have any comments, or questions, email us at [email protected]   Talking Points: 4th of July and fireworks at home Fireworks have gotten a lot bigger The Sparklers Dilemma The Fireworks Mob Mentality Coronavirus and the continued effect on our lives Keeping up with fitness and wellness while we’re stuck at home Public pools Summer camps The mystery of who is can contract coronavirus Theme parks and roller coasters The ups-and-downs of roller coaster bravery A theme park during a pandemic?! Our thoughts on coronavirus Why’d You Buy That? Noom ...

Listen

Episode

July 31, 2019 NaN
Episode Cover

Vacation Spending + the Interpersonal Dynamics of Budgeting with a Significant Other

In Episode 4, we talk about vacation spending.  When has spending money on vacation brought more joy and when has spending money on vacation actually made the experience worse! We talk about the interpersonal dynamics of budgeting with a spouse or partner.   We also give an app updates, some information on feature requests and some user reviews. Find out why "In the Air Tonight" reminds Dan of summer vacation. Thanks for listening! ...

Listen

Episode

July 02, 2019 NaN
Episode Cover

Budgeting Redefined

This episode introduces Drew and Dan, the co-founders of Weekly.  Dan and Drew discuss what is broken about budgeting currently and why budgeting on a weekly basis might be the best way to create behavior change.  ...

Listen