Today’s Hack
Phil has all kinds of experience helping couples work together on their retirement plans because after all, retirement is a team sport. You and your spouse are a team, and while you might not agree on everything when it comes to money, you still need to be on the same page.
Listen to this episode where we’ll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disagreements.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:20 – Getting on the same page
4:00 – Starting the conversation
6:13 – What needs to be discussed before sitting down with an advisor
7:00 – Resolving risk tolerance differences
10:02 – What each party needs to know
13:14 – Final thoughts
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.