[Damon]

We do this more inadvertently when we take a nice trip without the kids. My wife and I also have a business together, so we have an annual retreat that’s more structured that touches on it as well.

I don’t think you need anything too formal, the main objective is to communicate and align goals.

To the extent that your goals are already aligned, it might just be a review.

Now if you start talking and realize one partner is retiring next week and the other thought you had 10 more years, then your discussion probably just changed…

[Joel]

Personally, I would plan a fun getaway as a couple, relax, bond and make a FI discussion a small part of the occasion.

[Jin]

Our biggest milestone was being able to list out each year and itemizing what our “big purchase” was going to be that year.

So now the wife doesn’t ask when we’ll go to Greece or when we’ll do a kitchen remodel, she looks at the list.

If she wants to change the order or something, we can review and move things around, but st least this got it straight in her head that we can’t take a big trip and also save for a remodel at the same time.

We o KY have X amount for this kind of purchase so she needs to figure out the order in which she wants these things.

This let’s us balance our FI journey with also enjoying our lives now.

[Author]

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