For Couples, Retirement Planning Is A Team Sport

Podcasts Retirement Planning Social Security Planning

Are you and your spouse on the same page when it comes to what you want in your retirement? If not, it’s time to talk. Retirement planning is a significant milestone that requires careful consideration and, more importantly, collaboration.

Many couples don’t communicate enough when it comes to money, but preparing for retirement is best done with both parties understand the goals and how they’ll get there. That’s what we want to highlight in this video so we’ll break down the importance of being a team when it comes to your financial future.

Discover how to align your retirement visions, create a unified financial plan, and navigate common disagreements about spending, risk tolerance, and long-term goals. Retirement planning is a collaborative effort that requires open communication, mutual understanding, and professional guidance. By working together and aligning your financial goals, you can help ensure that both partners are able to enjoy a fulfilling retirement.

Here’s what we discuss in this episode:

0:00 – Intro

1:28 – Mailbag

3:54 – Couples with uncertainty

9:50 - How we help couples get on the same page for retirement

12:00 – Do both spouses need to be involved financially?

14:22 – Why couples benefit from an advisor

16:51 – Closing thoughts

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