Smart Couples Finish Rich
by David Bach
Bach's nine-step plan for couples: shared values, goals, the security and retirement baskets, the latte factor, automatic saving and avoiding the mistakes couples make together. It is organised, friendly and dated in its numbers but not in its structure.
Read it if…
you and your partner have never sat down with money and want a step-by-step script.
Skip it if…
you are single or already aligned; see Bach's other books.
Three things you will actually use
- Agree on values before numbers.
- Automate so the plan survives busy months.
- Two incomes do not need two plans.
Do this first
Do the values conversation on the couch before you open a spreadsheet.
Our verdict
A script for the money conversation.
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