Shows / Money Dates
Money Dates
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 certified financial planners who have spent years in their professional and personal lives perfecting this very topic. Natalie and Dan Slagle, with Equal Voices Wealth, 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…
Episodes
- Money Dates
AI Financial Advice: Trick or Treat?
“A lot of the ownership should fall on you for trusting a tool without verifying the information.” Should you trust AI with your money? Our hosts, Dan and…
- Money Dates
Multnomah County & Metro Taxes: What High Earners Need to Know
“Tax planning is a year-round endeavor. It's not something to think about when you file your taxes in April.” This one goes out to all Portland taxpayers! It’s…
- Money Dates
Irrational Exuberance, When Markets Lose Their Minds
“There's always going to be some new technology, some new shift, some new way of thinking... but here's the thing, we still have the same nervous system that…
- Money Dates
Can We Afford Another Kid?
“This decision should not be based on a spreadsheet at the end of the day.” Our hosts, Dan and Natalie Slagle, turn the mic on their own family planning by…
- Money Dates
Our Rebrand Revealed!
“This rebrand still embodies everything that we've built up to this point... but it's meeting us where we're at in our personal life, and where a lot of our…
- Money Dates
Cracking The College Funding Code with Expert Jonathan West
“You don't want to apply to any schools without having an idea of what that school is likely to cost your family.” Our hosts, Dan and Natalie Slagle, close out…
- Money Dates
The College Money Talk: What Married Couples Need to Agree On First
“The easiest option is to say, ‘We'll figure it out when the time comes,’ which isn't necessarily a plan. To me, it's a hope.” For most couples, the sticker…
- Money Dates
Are We Worse Off Than Previous Generations?
“On paper, millennials are doing better than boomers were at the same age.” Every generation insists it got the raw deal, so our hosts, Natalie and Dan Slagle…
- Money Dates
Can You Afford a Pay Cut? Here's How to Calculate It
“Can my finances support the life I want to live going forward?” In recent years, many high earners have been walking away from lucrative jobs in search of…
- Money Dates
Too Much of a Good Thing: Diversifying Out of a Single Stock Without a Massive Tax Bill
“It really scares me when clients have done really well with a certain stock, and they tell me, ‘There's no way this isn't going to keep doing well.’ That, to…
- Money Dates
Trump Accounts: Help or Headache?
“Regardless of where you stand politically, it is right for everyone to assess all of their options.” Our hosts, Natalie and Dan Slagle, spend this episode…
- Money Dates
Is It Time to Upsize? Realtor Tracey Henkels Weighs In
"Where the magic really happens is when you can marry your head and your heart." Many people assume upsizing is about wanting a bigger house. Our hosts…
- Money Dates
Financial Rules We Break, And Tell Our Clients To Break Too
"You are not an average person, so don't make average financial decisions." Most financial advice is written for the middle. It assumes median incomes, median…
- Money Dates
How Transparent Money Conversations Helped This Couple Build Trust and Love with PJ + Jessica
“Transparency was the keyword from the beginning. We don't want to repeat the same mistakes we made before.” As a newly married couple, there’s never a perfect…
- Money Dates
Prenups and Postnups: What You Need to Know Before (and After) You Get Married with Kaylin Dillon
"Never stop talking about what feels fair or doesn't feel fair. It really should be an ongoing conversation that doesn't stop. That's just part of the dynamic…
- Money Dates
The High Earners Problem: Are We Spoiling Our Kids?
"I want our daughter to see us actively choosing a response or a purchase, not because it's about affordability, but because it's about values." When you have…
- Money Dates
Stronger Together Than Apart with Heather + Court
"Before you can have a good relationship with money with your partner, you need to have a good relationship with money with yourself." Most couples walk into…
- Money Dates
If I Die Tomorrow, What Happens to Our Finances?
"Perfection gets in the way of good. If we're reaching for perfection, then we'll miss the opportunity to make a good decision and inevitably make no decision…
- Money Dates
Life After the Accumulation Phase with Guests Theresa + Rob
"If I was giving myself advice that I didn't follow, it would be to take more vacation... Can't get those days back. We're making up for lost time." What does…
- Money Dates
Funding the Life You Want with Guests Becky + AJ
"Give yourself a North Star to where you want to be in your finances and make sure that that's where your money goes." What does it actually look like when two…
- Money Dates
How to Structure Your Monthly Money Check In
“We want money to be a tool and reason why couples stay together, not why they break apart.” Talking about money with your partner every single month sounds…
- Money Dates
Why We Decided Not to Buy a Home
“It’s one thing to talk about the numbers. It’s another thing to actually look at the homes that you’re purchasing for that price point.” What happens when…
- Money Dates
Intentional Money Goals: What’s Worth Aiming for in 2026
“Your goals should reflect your own capacity to hit those goals and not comparison to the rest of the world.” What makes a financial goal stick? Our hosts…
- Money Dates
Highs, Lows & Hard Lessons: Our Personal Finance Year Unfiltered
“I feel like the goal today is really just to normalize what we've learned throughout the year, normalize financial mistakes, and also financial growth.” What…
- Money Dates
Why High-Income Households Still Struggle to Donate
"There’s just this guilt that comes along with [not giving away wealth].” Why do successful professionals earning $300,000+ struggle to give charitably? Our…
- Money Dates
Inflation Isn't The Problem, Expectations Are
"The theme of this is inflation isn't the problem, it's us. It's our expectation." What if the real culprit behind your financial stress isn't rising prices…
- Money Dates
Redefining Success: The Financial Tradeoffs of Stepping Back Professionally
“Your mental health is absolutely worth some weight in this conversation, if not more than the financial needs.” What if the price of your high-paying job is…
- Money Dates
Navigating Open Enrollment: Benefits & Real-Life Choices
"Default is always the easiest option. I will also say, it is not [always] the best option for you.” With open enrollment season in full swing, our hosts…
- Money Dates
Big Purchases, Big Disagreements: How Couples Can Find Common Ground
“Creating a space to have these conversations where the two of you can maintain your emotions and be very open about what your feelings are, why you want…
- Money Dates
Splitting the Bill: Group Expenses, Guilt, and Communication
"It's so important to have these conversations before the event occurs, and maybe even before the booking happens.” Our hosts, Natalie and Dan Slagle, talk…
- Money Dates
The Realities of Working with Your Spouse
“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…
- Money Dates
Estate Planning Essentials: Wills, Trusts, and Avoiding Probate
“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…
- Money Dates
How Much Cash is Too Much? Navigating Surplus Savings
“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…
- Money Dates
Financial Infidelity: What It Is and How to Prevent It
"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…
- Money Dates
Breaking Down the New Tax Bill: What Couples Need to Know
"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…
- Money Dates
The Great Wealth Transfer: Helping Our Parents Plan
“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…
- Money Dates
529 Plans Demystified: Funding Your Child’s Future
“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…
- Money Dates
Finding Balance: When One Partner Worries More About Money
“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…
- Money Dates
Homeownership vs. Renting: The Good, the Bad, and the Budget
Homeownership versus renting—each choice comes with its own set of emotions, cultural influences, and practicalities. Turns out, earning a good income doesn’t…
- Money Dates
Travel Smarter: How Financial Planners Budget for Adventure
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…
- Money Dates
Why $300k of Income Can Still Feel Tight
"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."…
- Money Dates
The Mental Load of Managing Money as a Couple
"Role-swapping in financial responsibilities can lead to a sense of relief and highlight the importance of staying proactive with money management.” Our hosts…
- Money Dates
Meet Dan & Natalie: Love, Business, and the Start of Money Dates
"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…
- Money Dates
Welcome to Money Dates with Natalie Slagle & Dan Slagle
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…