Get on the same page as your partner when it comes to finances & successfully manage money as a couple
Your individual relationship with money is a complex one. Turn it into a ménage à trois - it gets even more complicated. This course will save you hours of stress, disagreements, and headaches by allowing you to get on the same page as your partner as it relates to finances. Whether you opt to combine them, keep them separate, or do a combo of both - whether you have kids or not - this course will benefit anyone in a long-term committed relationship.
Money with Amanda: Couples and Families
Most of us are not taught how to openly communicate about finances and it can be a recipe for disaster. In fact, money arguments are the second leading cause of divorce.
But not for you, my friend! After you finish Money with Amanda: Couples and Families, you’ll have the tools you need to confidently talk about money with your partner and successfully manage your finances whether you’re a family of two or 20.
BONUS
Two FREE Mini-Courses
Money with Amanda: Teaching Kids Money and Money with Amanda: Expanded Families (blended families, taking care of parents, and more).
Note: Money with Amanda: Bundle lays the foundation for this course. You need to understand basic budgeting, investing, and debt management skills before adding in a partner or kids.
Featuring 85+ bite-sized video lessons, you’ll discover:
👉🏼 How to structure joint and separate bank accounts
I’ll walk you through the process of how to structure joint and separate bank accounts so you can put your money management on autopilot.
👉🏼 How to effectively budget, save, and invest as a couple
Whether you’ve been successfully budgeting, saving, and investing solo or you’re just getting started, I’ll show you exactly how to make this work for your family.
👉🏼 How to set and establish your financial goals individually and as a unit
Everyone needs to be on the same page so we can hit our financial goals together. Learn how to establish financial goals for yourself and as a unit.
👉🏼 The mentality around money to avoid arguments, conflicts, and financial infidelity
Everyone’s experiences with finances influence how they manage their money. I’ll walk you through how to have important candid conversations around your individual money mentalities so things run smoothly.
👉🏼 You and your partner’s financial personalities
Maybe you’re a spender while your partner is a saver or the reverse is true. Whatever the case, it’s important to know the ins and outs of your partner’s financial personality.
👉🏼 Debt payoff methods
Debt is stressful AF on its own, but combining debt with someone else can feel impossible to overcome. I’ll teach you debt payoff methods that work for individuals and couples.
👉🏼 Retirement planning for couples and ways to maximize your investments
Spousal IRA, Backdoor IRA, combined investments…you’ll learn all of the tips and tricks for maximizing your investments and saving your way to a happy retirement together.
👉🏼 How to start investing for kids and what accounts to set up
You don’t want your kids to go through the same financial struggles you’ve endured. Learn how to start investing for your kids now and what accounts you should set up to put them on their own path to financial freedom from birth.
BONUS
Couples & Family Budget Planning Workbook and Equitable Calculator
“I make this much but my partner makes this much…who pays what and when?”
This workbook helps you properly plan and budget your expenses with your partner. Run your budget through different ways to split your costs to figure out how much each person should pay and choose the setup that works best for your family.
Course Curriculum
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4.2.1 Intro to Money is Mental
4.2.2 Reflection: Your Money Stories
4.2.3 Money Conflicts / Arguments?
4.2.4 Financial Infidelity
4.2.5 The Blame Game
4.2.6 Money Dates
4.2.7 Financial Therapists
4.2.8 Quiz
4.2.9 Money is Mental Wrap Up
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4.3.1 Welcome to Structuring Accounts!
4.3.2 Accts: Sharing, Separate or Combo?
4.3.3 Sharing Money - Checking Set Up
4.3.4 Sharing Money - Savings Set Up
4.3.5 Sharing Money - Investment Set Up
4.3.6 Separate Accts - Equal vs Equitable
4.3.7 Combo Accts - Checking Set Up
4.3.8 Combo Accts - Savings Set Up
4.3.9 Combo Accts - Investment Set Up
4.3.10 Quiz
4.3.11 Wrap Up
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4.4.1 Welcome to Budgeting as a Couple!
4.4.2 Emergency Fund
4.4.3 Sinking Funds
4.4.4 Goal Setting, Together
4.4.5 Short Term Goals
4.4.6 Medium Term Goals
4.4.7 Long Term Goals
4.4.8 Let's Make Sure We're Aligned
4.4.9 Quiz
4.4.10 Wrap Up
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4.5.1 Welcome to the B-word!
4.5.2 Listing Out Expenses
4.5.3 Finding Opportunities
4.5.4 Your Financial Personalities
4.5.5 Revisit Our Structured Accounts
4.5.6 Deciding What We Can Afford
4.5.7 Quiz
4.5.8 Wrap Up
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4.6.1 Oh Hey, Debt Defeaters!
4.6.2 Understanding the Debt
4.6.3 Snowball vs Avalanche vs Combo
4.6.4 Debt Calculator
4.6.5 You're in it, Together!
4.6.6 Increasing Income vs Cutting Expenses
4.6.7 Quiz
4.6.8 Wrap Up
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4.7.1 Welcome to Investing
4.7.2 Your Individual Accounts
4.7.3 Your Joint Accounts
4.7.4 Retirement Planning
4.7.5 How to Withdraw Money in Retirement
4.7.6 Budgeting in Retirement
4.7.7 Quiz
4.7.8 Wrap Up
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4.8.1 Welcome to Investing for Kids!
4.8.2 529s
4.8.3 UGMA / UTMA
4.8.4 Brokerage Account
4.8.5 Custodial Roth IRA
4.8.6 FAFSA Implications
4.8.7 Kiddie Tax
4.8.8 Quiz
4.8.9 Wrap Up
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4.9.1 Welcome to Life Insurance!
4.9.2 Who Needs it?
4.9.3 Term Life Insurance
4.9.4 Whole Life insurance
4.9.5 Don't Get Taken Advantage of
4.9.6 Quiz
4.9.7 Wrap Up
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4.10.1 Welcome to Protecting Your A$$(ets)!
4.10.2 Beneficiaries
4.10.3 Wills
4.10.4 Trusts
4.10.5 Quiz
4.10.6 Wrap Up
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4.11.1 You made it to the end!
4.11.2 Final Exam