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EXCELLENCE
Excellence Money
EXCELLENCE MONEY

Money as a Couple

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LEVEL 1 · 0/3LEVEL 2 · 0/3LEVEL 3 · 0/3LEVEL 4 · 0/3LEVEL 5 · 0/3START
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Money without the fights: why money arguments recur and predict divorce, the first honest money talk, tightwads and spendthrifts, what a randomized trial found about joint accounts, splitting costs fairly, the legal gaps for couples who live together, spousal IRAs and Social Security, spotting economic abuse, and shared goals, from the research, the SSA, the IRS and the CFPB.

2h 57m5 constellations
AT THE SUMMIT, YOU WILL BE ABLE TO

01Talk about money calmly, and stop the recurring fight

02Build rules around different spending styles

03Choose a fair way to share money, on purpose

04Close legal gaps, spot control, and plan shared goals

Every lesson of Money as a Couple

15 lessons in 5 levels, about 3 hours. Level 1 is free.

Level 1Talk About MoneyFree · 3 lessons
  1. Money fights are differentSee why arguments about money deserve special care.11 min
  2. The first real money talkHave an honest money conversation that brings you closer, not further apart.13 min
  3. Checkpoint: talking without fightingTurn recurring money fights into regular, calm check-ins.11 min
Level 2Tightwads and SpendthriftsMembership · 3 lessons
  1. Opposites attract, and argueUnderstand your money styles and why they clash.12 min
  2. Rules that prevent fightsAgree simple rules that let two money styles live together.12 min
  3. Checkpoint: two styles, one teamUse your different money styles as a strength.11 min
Level 3Your Money SystemMembership · 3 lessons
  1. The joint-account experimentKnow what the only randomized trial of joint accounts found.12 min
  2. Splitting costs fairlyChoose a way to share costs that feels fair to both of you.12 min
  3. Checkpoint: your money systemPut your shared money system on one page.11 min
Level 4The Legal SideMembership · 3 lessons
  1. Living together isn't marriageKnow the legal gaps for couples who live together without marrying.12 min
  2. Joint accounts and marriage perksKnow how joint accounts work, and two benefits only spouses get.12 min
  3. Checkpoint: the paperwork of loveList the legal and money documents your relationship needs.11 min
Level 5Protect and Plan TogetherMembership · 3 lessons
  1. When money becomes controlRecognize economic abuse, and know where to get help.12 min
  2. Goals you shareTurn separate wishes into shared money goals.12 min
  3. Capstone: your couple money planPull the path into one plan you both sign up to.13 min
FREE

Level 1 is open.

Membership opens every other level of this path.

See membership
AFTER THE CORE

Keep going where this path leads.

Relationships That LastBeyond money: conflict and closeness · 2h 56m
Build Your Personal Money SystemYour own money habits · 3h 14m