Today’s Hack
Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.
In part one, we’ll chat about disagreements on risk tolerance in investing, retirement lifestyle and more. Phil will share some ways to deal with these disagreements and discuss creating a shared vision for your retirement. Stay tuned to see how open communication, compromise, and working with a financial professional can set your financial future up for success.
Here are some of the things we’ll address in this episode:
- Disagreeing on risk tolerance in investments [1:57]
- Figuring out what ages to retire [4:24]
- Determining how much to leave behind for your children [7:44]
- Do you want to downsize/move in retirement? [9:54]
- Getting on the same page about your retirement lifestyle [11:46]
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.