Section 1 of 6
The A$k My Mom Podcast Pre-Marital Money Conversation
If you are engaged or thinking about getting married talking to your partner about money is one of the first steps to take in building a solid foundation for your family. This quiz will help you share with each other your current financial situation, your future financial goals and your thoughts and opinions about money so that you can work together to create a financially successful future and a cooperative marriage today.
Share the link with you partner so that you can both take the quiz. Supplying your email confirms that you agree to have your results emailed to you and that you agree to receive periodic emails from the A$k My Mom Podcast, no more than once a week. NOTE: Your confidentiality is important to the A$k My Mom Podcast and your personal information from this quiz is not being saved and will not be associated with your email address.
Share the link with you partner so that you can both take the quiz. Supplying your email confirms that you agree to have your results emailed to you and that you agree to receive periodic emails from the A$k My Mom Podcast, no more than once a week. NOTE: Your confidentiality is important to the A$k My Mom Podcast and your personal information from this quiz is not being saved and will not be associated with your email address.
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Section 2 of 6
Assets
Share information about your assets.
Sharing this information is an important part of the conversation with your future spouse as you begin to build a life together. If you do not feel comfortable sharing simply type that on the line and make your comfort level part of the conversation.
Sharing this information is an important part of the conversation with your future spouse as you begin to build a life together. If you do not feel comfortable sharing simply type that on the line and make your comfort level part of the conversation.
How much money do you have in your checking account?
How much money do you have in your checking account?
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How much money do you have in your emergency savings account?
How much money do you have in your emergency savings account?
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How much money do you have in your other savings accounts?
How much money do you have in your other savings accounts?
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How much do you have invested through your employer?
How much do you have invested through your employer?
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I don't invest through my employer.
Less than $5,000
$5,000 to $10,000
$10,001 to $20,000
$20,000 to $40,000
$40,000 to $60,000
$60,000 to $100,000
More than $100,000
I don't feel comfortable sharing this information.
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How much do you have invested in a retirement account other than through your employer?
How much do you have invested in a retirement account other than through your employer?
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I don't invest outside of my employer.
I have not started investing in a retirement account but, I plan to start within the next 6 months.
I do not plan on investing in a retirement account. Ask your partner how they plan on covering expenses in their retirement years. Remember a successful marriage means you will be in your retirement years together.
Less than $5,000
$5,000 to $10,000
$10,001 to $20,000
$20,000 to $40,000
$40,000 to $60,000
$60,000 to $100,000
More than $100,000
I don't feel comfortable sharing this information.
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What are your investments, other than retirement accounts? List all of your accounts and their values, i.e. stocks, crypto currency, money market accounts, CDs, short and mid term investment accounts.
What are your investments, other than retirement accounts? List all of your accounts and their values, i.e. stocks, crypto currency, money market accounts, CDs, short and mid term investment accounts.
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Can you sell your car for more than you owe on it?
Can you sell your car for more than you owe on it?
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I don't know how to determine this.
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Can you sell your house for more than you owe on it?
Can you sell your house for more than you owe on it?
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I don't own a home.
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What is the status of your investment property?
What is the status of your investment property?
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I don't own investment property.
I pay more on the mortgage each month than I make in rents.
I break even every month on my investment property.
I make money on my investment property each month but, it does not substantially contribute to my income.
I make money on my investment property each month and it contributes substantially to my income.
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Section 3 of 6
Debt
Now lets get into the nitty gritty of what so many people struggle with and what can put a strain on a marriage.
What is your FICO credit score? This is important to discuss so, if you or your partner are unaware of your FICO (not Credit Karma) score it is time to find out. Check with your bank or credit union to see if you can obtain your FICO score for free. If not you can go to https://www.myfico.com/products/fico-score-credit-reports and purchase a score from one of the 3 credit bureaus. Knowing just one of your 3 scores is sufficient for your pre-marriage conversation.
What is your FICO credit score? This is important to discuss so, if you or your partner are unaware of your FICO (not Credit Karma) score it is time to find out. Check with your bank or credit union to see if you can obtain your FICO score for free. If not you can go to https://www.myfico.com/products/fico-score-credit-reports and purchase a score from one of the 3 credit bureaus. Knowing just one of your 3 scores is sufficient for your pre-marriage conversation.
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What is the total debt of all of your credit cards and how many credit cards do you have?
What is the total debt of all of your credit cards and how many credit cards do you have?
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Do you have an auto loan, how much do you owe and what is your interest rate?
Do you have an auto loan, how much do you owe and what is your interest rate?
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Do you have any personal/signature loans, how much do you owe and what is your interest rate?
Do you have any personal/signature loans, how much do you owe and what is your interest rate?
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Do you have student loans, are they federal or private, how much do you owe and what is your interest rate?
Do you have student loans, are they federal or private, how much do you owe and what is your interest rate?
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What is your monthly Debt to Income Ratio (DTI)? To calculate your DTI add up all of your monthly minimum debt (credit cards and loans) payments including rent or mortgage and divide it by your monthly income and multiply by 100. (ex. $500 in monthly debt payments divided by $4000 in monthly income multiplied by 100 = 12.5% DTI or (500/4000)x100=12.5)
What is your monthly Debt to Income Ratio (DTI)? To calculate your DTI add up all of your monthly minimum debt (credit cards and loans) payments including rent or mortgage and divide it by your monthly income and multiply by 100. (ex. $500 in monthly debt payments divided by $4000 in monthly income multiplied by 100 = 12.5% DTI or (500/4000)x100=12.5)
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Less than 25% - You are in a good place and are most likely doing well managing your finances and your debt.
Between 25% and 35% - You are fully extended and are most likely managing it well but, you do not want to take on more debt.
35% or higher - You are over extended and carrying to much debt. You may be feeling the strain within your budget. Consider coming up with a plan to reduce your debt, which may include more controlled spending habits.
I have no debt.
I have no debt other than rent or mortgage.
The only debt I have other than rent or mortgage is student loan debt.
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Section 4 of 6
Money Views and Money Personality
Now lets look at how you view money and what YOU think your partner's views are.
Some questions will be answered twice, once for your view or opinion and once for how YOU THINK your partner will answer. Compare your answers after you have both completed the quiz. This will help you know how well you understand your own views on money. Use the quiz to engage in insightful conversations that will help you understand each other better and will help you plan and build your financial future together.
Some questions will be answered twice, once for your view or opinion and once for how YOU THINK your partner will answer. Compare your answers after you have both completed the quiz. This will help you know how well you understand your own views on money. Use the quiz to engage in insightful conversations that will help you understand each other better and will help you plan and build your financial future together.
Did your family discuss money growing up? You can choose multiple answers.
Did your family discuss money growing up? You can choose multiple answers.
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Yes, there was a great deal of conversation about the importance of managing money, saving money for large purchases and investing for long-term security.
Yes, I remember discussions on budgeting and saving.
Yes, I remember discussions about how much debt my parents or guardians had.
No, money was a taboo topic in my house. I have very little idea on how much my parents or guardians made or if they had debt.
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Do you think your parents or guardians were good with money? What is the most valuable thing you learned from them about finances, good or bad?
Do you think your parents or guardians were good with money? What is the most valuable thing you learned from them about finances, good or bad?
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Are you comfortable sharing your personal finances with your potential spouse or significant other?
Are you comfortable sharing your personal finances with your potential spouse or significant other?
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I feel comfortable sharing some things but, not everything.
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I feel comfortable sharing some things but, not everything.
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How do you think finances should be handled in your marriage?
How do you think finances should be handled in your marriage?
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I plan on managing the finances because I am better at it.
I plan on letting my partner manage the finances because they are better at it.
I plan on letting my partner manage the finances because I have no interest in it.
I believe my partner and I should work together to manage our finances.
I plan on keeping our finances separate. They can manage theirs and I will manage mine.
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I plan on managing the finances because I am better at it.
I plan on letting my partner manage the finances because they are better at it.
I plan on letting my partner manage the finances because I have no interest in it.
I believe my partner and I should work together to manage our finances.
I plan on keeping our finances separate. They can manage theirs and I will manage mine.
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How do you manage you overall finances each month? You can choose more than one answer in each row.
How do you manage you overall finances each month? You can choose more than one answer in each row.
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I take the time each month to evaluate my finances and make changes as necessary to stay on track to meet my goals.
I make sure I know how much money I have in my checking account but, I don't worry about how much I am spending until I run out of money each payday.
I make sure I am continually contributing to my savings and working towards my goals but, I don't focus on what I am spending.
I think I should probably set up a budget but, I haven't yet.
I don't manage my finances, someone else takes care of that for me.
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I take the time each month to evaluate my finances and make changes as necessary to stay on track to meet my goals.
I make sure I know how much money I have in my checking account but, I don't worry about how much I am spending until I run out of money each payday.
I make sure I am continually contributing to my savings and working towards my goals but, I don't focus on what I am spending.
I think I should probably set up a budget but, I haven't yet.
I don't manage my finances, someone else takes care of that for me.
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How do you save money each month?
How do you save money each month?
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I am unable to save each month.
If there is anything left at the end of payday I move it to my savings account.
I have a direct deposit set up to automatically move money into my savings account.
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I am unable to save each month.
If there is anything left at the end of payday I move it to my savings account.
I have a direct deposit set up to automatically move money into my savings account.
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How do you feel about the debt you currently have?
How do you feel about the debt you currently have?
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I feel good about how much debt I carry.
I feel okay about my debt but, I do wish it was less.
I feel stressed about how much debt I carry.
I have no debt and I want to keep it that way.
I have no debt but, I am okay with taking on debt for large purchases.
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I feel good about how much debt I carry.
I feel okay about my debt but, I do wish it was less.
I feel stressed about how much debt I carry.
I have no debt and I want to keep it that way.
I have no debt but, I am okay with taking on debt for large purchases.
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If you wish to purchase a high cost item that you have not budgeted for, you will..
If you wish to purchase a high cost item that you have not budgeted for, you will..
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Buy it and put it on a credit card if I don't have the money.
Save for the item and purchase it when I can afford it.
We keep our finances separate so, I can do whatever I want.
Consult my partner, as we have combined our finances and have agreed not to make large purchases without consulting the other.
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Buy it and put it on a credit card if I don't have the money.
Save for the item and purchase it when I can afford it.
We keep our finances separate so, I can do whatever I want.
Consult my partner, as we have combined our finances and have agreed not to make large purchases without consulting the other.
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When you think of the debt you and your partner have, how do you plan on handling it?
When you think of the debt you and your partner have, how do you plan on handling it?
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Our debt will remain separate and we will work on it separately.
We will work together, combining our resources to pay off all of the debt.
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Our debt will remain separate and we will work on it separately.
We will work together, combining our resources to pay off all of the debt.
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Section 5 of 6
Plans and Goals
How well do you know what your partner wants out of life? Do you know their views on home ownership, family size, vacations, investing? Answer these questions knowing that life changes and wants and needs change over time as well. But, what are your thoughts right now?
How much will your wedding cost?
How much will your wedding cost?
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We already have the wedding planned and have agreed on the budget and details of the wedding.
I haven't really looked at what weddings cost but, I want a big wedding with all of our friends and family.
We haven't planned yet but, I think it will be more than 50k
We haven't planned yet but, I think it will be between 20k and 50k
We haven't planned yet but, I think it will be less than 20k
I want a small intimate wedding with just a few close family and friends and plan on spending no more than 5k
I would like a destination wedding and believe we can it for less than 10k.
The sky is the limit as far as I am concerned.
I see no value in a large overpriced wedding and believe the money could be better spent else where.
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We already have the wedding planned and have agreed on the budget and details of the wedding.
I haven't really looked at what weddings cost but, I want a big wedding with all of our friends and family.
We haven't planned yet but, I think it will be more than 50k
We haven't planned yet but, I think it will be between 20k and 50k
We haven't planned yet but, I think it will be less than 20k
I want a small intimate wedding with just a few close family and friends and plan on spending no more than 5k
I would like a destination wedding and believe we can it for less than 10k.
The sky is the limit as far as I am concerned.
I see no value in a large overpriced wedding and believe the money could be better spent else where.
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How are you paying for your wedding?
How are you paying for your wedding?
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My family is paying but, I don't know how much the budget will be.
My partner's family is paying and I don't know how much the budget will be.
Both of our families are contributing to the cost.
We are paying for our own wedding.
I want to get married in a civil or small church ceremony nothing much to pay for.
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My family is paying but, I don't know how much the budget will be.
My partner's family is paying and I don't know how much the budget will be.
Both of our families are contributing to the cost.
We are paying for our own wedding.
I want to get married in a civil or small church ceremony nothing much to pay for.
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Where will you live after you get married?
Where will you live after you get married?
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We already live together so, our current situation will not change.
We will be renting while we save to purchase a home.
We will purchase a home and have it ready to move into.
We will live with my partner's family so that we can save money to purchase a home.
We will live with my family so that we can save money to purchase a home.
I have no idea at this point.
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We already live together so, our current situation will not change.
We will be renting while we save to purchase a home.
We will purchase a home and have it ready to move into.
We will live with my partner's family so that we can save money to purchase a home.
We will live with my family so that we can save money to purchase a home.
I have no idea at this point.
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Where do you see yourselves 1 year from the wedding?
Where do you see yourselves 1 year from the wedding?
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I can't even begin to think about it, I just want to see where life takes us.
Having purchased our first home.
I would like to be expecting our first child.
I don't see much changing from the way things are now.
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I can't even begin to think about it, I just want to see where life takes us.
Having purchased our first home.
I would like to be expecting our first child.
I don't see much changing from the way things are now.
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Where do you see yourselves on your 5 year anniversary? Describe where you think you will be in life and what financial goals you will be working towards, if any.
Where do you see yourselves on your 5 year anniversary? Describe where you think you will be in life and what financial goals you will be working towards, if any.
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Let's talk kids.
Let's talk kids.
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We haven't really discussed how many kids we will have.
I don't plan on having kids.
I plan on one and done.
2-3
4
5 or more, I want a large family.
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We haven't really discussed how many kids we will have.
I don't plan on having kids.
I plan on one and done.
2-3
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5 or more, I want a large family.
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Will you both work after you start having children?
Will you both work after you start having children?
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Yes, we will both continue to work and put the kid(s) in full-time childcare.
Yes, we will both continue to work and we will hire a nanny, it can't cost that much.
It is important to me to stay home with my children as they grow.
It is important to me that my spouse stays home to raise the children once they are born.
I have not really thought about it but, whatever my partner wants to do is fine with me.
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Yes, we will both continue to work and put the kid(s) in full-time childcare.
Yes, we will both continue to work and we will hire a nanny, it can't cost that much.
It is important to me to stay home with my children as they grow.
It is important to me that my spouse stays home to raise the children once they are born.
I have not really thought about it but, whatever my partner wants to do is fine with me.
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How much do you plan on vacationing and how do you plan on paying for the vacations?
How much do you plan on vacationing and how do you plan on paying for the vacations?
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I think a vacation once a year is sufficient and we will put it on a credit card if we don't have the money.
I think a vacation once a year is sufficient and we will budget for it all year.
One big vacation and lots of weekend get a ways, we will put it on a credit card if we don't have the money.
One big vacation and lots of weekend get a ways, we will budget for them throughout the year and will only take trips we have the cash for.
I hope we can afford to vacation.
Adding a line item to our budget for vacations is important and we will only vacation within our means.
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I think a vacation once a year is sufficient and we will put it on a credit card if we don't have the money.
I think a vacation once a year is sufficient and we will budget for it all year.
One big vacation and lots of weekend get a ways, we will put it on a credit card if we don't have the money.
One big vacation and lots of weekend get a ways, we will budget for them throughout the year and will only take trips we have the cash for.
I hope we can afford to vacation.
Adding a line item to our budget for vacations is important and we will only vacation within our means.
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When do you plan on retiring?
When do you plan on retiring?
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I don't know what it takes financially to retire.
I am working towards F.I.R.E (Financially Independent Retire Early).
I want to retire before I am in my 60s. I have retirement accounts and am working towards other streams of income to support this dream.
I want to retire before I am in my 60s. I have not really thought about how much money I will need.
I plan on working until I qualify for Social Security or maybe a little longer. This should be enough to be comfortable in our retirement years.
I plan on working until I qualify for Social Security or maybe a little longer plus I have a retirement account to ensure we can have a fun and carefree retirement.
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I don't know what it takes financially to retire.
I am working towards F.I.R.E (Financially Independent Retire Early).
I want to retire before I am in my 60s. I have retirement accounts and am working towards other streams of income to support this dream.
I want to retire before I am in my 60s. I have not really thought about how much money I will need.
I plan on working until I qualify for Social Security or maybe a little longer. This should be enough to be comfortable in our retirement years.
I plan on working until I qualify for Social Security or maybe a little longer plus I have a retirement account to ensure we can have a fun and carefree retirement.
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Section 6 of 6
Wrap - Up
This quiz is not all inclusive and there are numerous other financial topics and beliefs to discuss but, it should get you started on the conversation. There were no right or wrong answers in this quiz, it is meant to help you discuss, understand and negotiate. Communication and cooperation is key in all aspects of a marriage especially in your finances and will support the longevity and happiness of your marriage.
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