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Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

[Money Moves with Maggie] Planning Finances as a Couple

💍 This month, Maggie is joined by her fiancé, Enzo, for a candid conversation about the financial talks every couple should have when building a future together. From merging finances to setting shared goals, they share insights on the important money conversations to have either before you tie the knot or shortly after saying “I do.”

Whether you’re newly engaged, recently married, or simply planning ahead, this episode offers practical tips to help you and your partner start strong financially and grow with clarity and confidence.

💡 Tip: Schedule a “money date” once a month with your partner. It doesn’t have to be long or formal, just a regular time to check in on spending, savings, and shared goals so you stay on the same page.

👉 Ready to take the next step? Download our Newlywed Guide for tools and resources to help couples align their finances, set shared goals, and build a strong foundation from the start.

Money Moves with Maggie” features Maggie Shipley, our next-gen advisor at Argent Bridge Advisors. This is a monthly series tailored for Maggie’s audience of millennial/Gen Z next-generation investors. Each video provides quick, actionable insights to help the viewer navigate and optimize finances. Please invite your friends and family to tune in for bite-sized financial tips and insights that seek to empower the next generation of investors when making strategic decisions about their money.

Get to know Maggie and improve your financial literacy in just 1 minute each month! Are you ready to take action or make a move that leads to your financial success? We are always available to answer your questions about this topic, or any other topic regarding your wealth planning.

You can reach out to Maggie (maggieshipley@argentbridge.com) directly to discuss!

Picture of Maggie Shipley

Maggie Shipley

NextGen Advisor & Financial Analyst

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