Staying on Track

Staying on Track


#5 Financially Ever After: Navigating Money Matters in Marriage

February 16, 2024

Embark on a journey toward financial harmony with the latest episode of "Staying on Track." In this insightful installment, brought to you by Daymark Wealth Partners, hosts Jason and Eric explore the crucial intersection of love and finance. From managing debt to setting joint financial goals, this episode provides practical advice and real-life experiences to guide couples through the maze of matrimonial money matters.


Key Points:

  • The importance of transparent communication about financial goals and priorities before marriage.
  • Strategies for managing and paying down debt as a team.
  • Insights into aligning spending habits and establishing a budget for joint financial success.
  • The significance of setting specific, measurable, and achievable financial goals with a defined timeline.
  • Practical steps for updating legal documents, including wills and health care power of attorneys, to ensure financial security.
  • Tips on handling joint and individual bank accounts to strike a balance between shared responsibilities and personal financial autonomy.
  • The role of insurance and life coverage in protecting the financial well-being of married couples.
  • Actionable advice on navigating the intricacies of name changes and titling assets for a seamless financial transition.


Join Jason and Eric as they share their expertise, personal anecdotes, and professional insights to help you achieve financial bliss in your marriage. Tune in, stay on track, and make your journey to financial empowerment a shared adventure.