Back to All Events

[Gelt Retreat] Separate, Merged, or Blended: How Partners Combine Finances with Zach Teutsch

Join Zach Teutsch of Values Added Financial for a guided discussion and exploration of how and when to combine finances.  After exploring the “meaning” of money for each of you and your partner, we will turn towards the questions:

  1. Should we merge money, keep it separate or somewhere in between?

  2. If we do some merging, what sorts of purchasing or other financial decisions would we want to know about or discuss before the other one takes action?

  3. If we do some merging, who will be responsible for making sure bills are paid on time?

  4. Which paychecks should go where? Should we keep accounts on autopay?

  5. How to approach debt? Should we approach it together? 

Together you will craft experiments and learn a system for reflection to figure out what works best for your family. 


This class is part of Gelt: Chanukah Retreat for Couples. Five nights of workshops with experts on everything money!

$20/couple for one class; $40/couple of the series.

All classes will be recorded, scrubbed of personal information, and shared with everyone who signed up.

Register for this class only here.

Register for the full series here.


BtG-ZachT_lead.jpg

Zach Teutsch founded Values Added Financial to help clients live more fulfilling lives by making wise financial, career, and other life decisions. Before he launched Values Added Financial, Zach developed the first national financial empowerment programs in the labor movement and reached several hundred thousand union members. After that, he joined the Consumer Financial Protection Bureau where he was a subject matter expert on financial education and empowerment. Zach has taught investment and financial planning topics to groups all around the country and has served individual clients for 15 years. His writing has appeared in Vox (link), The Billfold (link, link, link), and Greater Greater Washington (link). He has taught at the Congressional Hispanic Caucus Institute, Brown Alumni Association, National Labor College, Congressional Hispanic Staff Association, DC Bar Association, Tzedek DC, Jews United for Justice, The DCJCC, 6th+I, the National Havurah Institute, and for dozens of unions and union locals. 

Zach lives with his family in Petworth where he was the former chairperson of the Advisory Neighborhood Commission. He loves parenting, playing ultimate frisbee, baking, and the joy/agony of life as a Philadelphia sports fan. He graduated from Brown University with honors and concentrations in Economic Sociology and Organizational Behavior.

Previous
Previous
December 13

[Gelt Retreat] Saving For Retirement While Saving The World with Jason Pollens

Next
Next
December 15

[Gelt Retreat] Setting Up Wills For New Parents and the 'Just Married' with Barbara Katz