Thursday, June 5, 2025

First Date Finances

 

1ST DATE FINANCES — (a sweet story)

 


One of my favorite things about the work I do is the privilege of 

getting to hear stories like this one from a couple who I have grown 

to respect and admire over many years.  Hope you enjoy this piece 

of real life here in OKC. 



 

“Have I told you about our first date?” Mr. B. asked me (his financial advisor) 

while his wife was out of the room for a moment.  “No, I’ve not heard.”  

I replied with an eager tone. 



 

“For our first date we went to a nice Italian place, had a pleasant 

meal and conversation, and I got up to pay the bill.  While fiddling with 

my wallet, my date walked up and asked—“are you having issues with 

your credit card?”—to which I replied, NO.  I am trying to find my 2 for 1 coupon.”


 


“Her positive response is part of why we have such a happy marriage 

after decades of life together.”

 



Troy

 

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