Money Dates

“You get to celebrate the highest of highs with each other, but also you have to deal with the lowest of lows, whatever that may be for your business."

Our hosts, Natalie and Dan Slagle, pull back the curtain on what it's really like to run a business together as a married couple. After six years of building Fyooz Financial Planning from their shared desk in Natalie's mom's townhouse, they're ready to share both the triumphs and the tears.

Professional Natalie operates differently than personal Natalie, being more direct and demanding higher standards. Dan learned th...

“The decision is going to be made in some way, shape, or form. Wouldn't it be nice if you were a part of that decision-making process, or if you just took that off the hands of your loved ones? That's the best gift you can give people if you were to pass away.”

Our hosts Natalie and Dan Slagle tackle the uncomfortable but essential topic of estate planning—or as Natalie now calls it, planning for our "expiration date." While death may be inevitable, leaving your loved ones with a legal and financial mess doesn't have to be.

“We do like to make sure our clients are really balancing the living for today while protecting their future selves as well.”

Your emergency fund should cover three to six months of expenses. But how should you adapt your financial strategy when your savings account balance keeps growing beyond that target? Our hosts, Natalie and Dan Slagle, tackle this surprisingly common problem that leaves many people psychologically stuck.

The Federal Reserve data reveals interesting contrasts: while the median savings account holds just $8,000, the average sits at $62,410. For couples with kids, those numbers jump to $12,500 and $73,980, resp...

"If it feels like you're being kind of sleazy about something, then you're probably being sleazy about it."

Our hosts, Natalie and Dan Slagle, tackle one of the most uncomfortable topics in relationships: financial infidelity. When couples hide money matters from each other, they're essentially combining the top two causes of divorce into one explosive cocktail. But as they discover, the definition isn't as black and white as one might think.

Natalie did some research and found some Reddit confessions, including one from a woman who repeatedly lied about credit card debt to her "nicest...

"We can't break all almost 900 pages worth of everything, but we're going to break down the things that we think our audience would benefit from having a conversation about."

Our hosts, Dan and Natalie Slagle, tackle the massive tax legislation signed on July 4th. While Natalie spent her holiday evening digesting 890 pages of congressional prose (in lieu of watching Squid Game with the family), she emerged with insights that affect literally every American.

For starters, those Trump-era tax cuts everyone expected to sunset in 2026 are sticking around. This saves taxpayers from higher tax brackets but...

“If things haven’t been buttoned up, wow, that really distracts from the grieving process.”

Our hosts, Natalie and Dan Slagle, address the elephant in the room for many families: how to talk to aging parents about their finances. When you're talking about $124 trillion changing hands over the next couple of decades, this stops being someone else's problem and becomes everyone's reality.

Dan gets vulnerable about his experience after his mom passed away unexpectedly, sharing everything from finding her handwritten financial notebook in the attic to the surreal moment of teaching his dad how to use an...

“Do we want to set our money aside for our child’s future education? I don’t think the answer should be an automatic yes.”

Our hosts, Natalie and Dan Slagle, discuss the question many young parents are asking: How much should you save for your child’s college, and when should you start?

Drawing from client stories and their own experience, they break down why this decision isn’t one-size-fits-all, how to calculate future costs, and how tools like 529 plans (and even family Ugift links) can help make the goal more manageable.

For the Slag...

“I have anxieties around the same exact situation as you, but you have a different feeling from it.”

Our hosts, Natalie and Dan Slagle, know that even in a happy, communicative marriage, the topic of money can be a bit of a minefield. But what happens when one partner is way more anxious about money than the other? That’s the question Dan and Natalie are looking to unpack.

To start with, they each take the “spendthrift-tightwad” test—a scale developed by researchers to measure how freely (or not) you spend. Dan scores a 12, making him a cusp n...

Homeownership versus renting—each choice comes with its own set of emotions, cultural influences, and practicalities.

Turns out, earning a good income doesn’t magically make homeownership easy—a lesson our hosts, Natalie and Dan Slagle, know all too well. Despite making over $300K a year, they still find themselves doing the math, wondering if homeownership is really worth it.

They’ve owned before—briefly—and after moving out west, they switched back to renting. Now, with a toddler in the picture, the idea of “putting down roots” feels like it could be the right choice.

Bu...

Creating purpose and intention around travel funds is so important.

Our hosts, Natalie and Dan Slagle, tackle a financial topic that flies under the radar more often than it should—travel. Sure, vacations are meant to be a way to decompress and have some fun after a good period of work, but they can also quietly sabotage your budget if you're not careful!

Pulling from both their own marriage and stories from clients, the Slagles break down how to make travel a *planned* part of your financial life instead of an expensive surprise.

Th...

"Resourcefulness is not just about making do with what you have; it's about reimagining what you can achieve with your resources, no matter your income level."

Our hosts, Natalie and Dan Slagle, open up about a surprising financial truth: even households earning over $300,000 can feel financially stretched. They explore how invisible expenses like taxes, daycare, and retirement savings chip away at what looks like a high income on paper.

Dan explains how, before money ever hits the bank account, much of it is spoken for—healthcare premiums, 401(k) contributions, taxes, etc. He and Natalie reflect on...

"Role-swapping in financial responsibilities can lead to a sense of relief and highlight the importance of staying proactive with money management.”

Our hosts, Natalie and Dan Slagle, dig into a topic that hits close to home for many a married couple: the mental load of managing household finances.

It’s not just about dividing tasks, but understanding the mental space each task requires. Tracking expenses is one thing. Communicating them? That’s another. Especially when it means saying, “Hey, we need to cut back this month.”

Dan points out that when he took over budge...

"Who knew that late-night study sessions for financial exams could lead to both a thriving marriage and a successful business?"

Financial planning power duo Natalie Slagle and Dan Slagle break down how Fyooz Financial came to life—and why they built it for couples like themselves.

They met in college, reconnected after graduation, and started dating while cramming for finance exams. Over time, they both landed jobs at traditional firms. The work was solid, but something felt off. Most clients were much older, and the advice didn’t match the decisions younger people were making—things...

Money can be one of the most powerful tools in your household — when you know how to talk about it. Money Dates is hosted by a pair of married financial planners who have spent years in their professional and personal lives perfecting this very topic. Natalie and Dan have witnessed the benefits of having open, honest conversations about money. Each episode, they share personal stories, practical financial advice, and mindset shifts that help you grow wealth and confidence —together. Whether you're navigating joint finances or dreaming up big financial goals, these are the money dates that matter.

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