Create a New Financial Plan for the New Year: Part 2

Investing Insights

Jan 13, 2023•13 min•Ep. 197

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Episode description

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.

Timestamps

00:04 Introduction

00:37 What kind of financial habits or histories do people tend to bring into their relationships?

02:30 How do couples mesh their financial lives without fighting about saving or spending?

04:36 Why do emotions rise when couples talk about money?

05:36 What should people pay attention to if they feel themselves getting upset about someone else’s financial habits?

06:57 What are steps couples can take to understand each other?

09:33 We’ve talked about rethinking budgeting, overcoming overspending, and how to avoid arguing over money. What’s your advice to our audience if they experience a setback or win?

Read about topics from this episode.

Hate Budgeting? Try Rethinking It.

Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit

How to Avoid Arguing Over Money By Sarah Newcomb

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Read what our team is writing:

Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb

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