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The Pete the Planner® ShowAuthor: IBJ Media Language: en Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Money and Marriage -- When 50/50 stops making sense
Thursday, 23 April, 2026
What happens when one spouse downshifts their career—and the money dynamic in a marriage suddenly changes? This week, Pete, Kristen, and Dame tackle a thoughtful (and spicy) listener dilemma: after years of splitting everything 50/50, one partner takes a step back from full-time work and plans to fund their share of expenses by pulling $30,000 a year from investments. The other partner says… absolutely not. Is this about taxes? Fairness? Control? We dig into the emotional and financial layers of modern marriage: Does everything have to stay 50/50 forever? Is selling investments for “independence” actually costing more than it’s worth? And how do couples redefine “fair” when life changes? Because sometimes the biggest money decisions aren’t about math—they’re about identity.
