• Beyond Dollars: Building a successful retirement together.

  • Oct 18 2024
  • Length: 38 mins
  • Podcast

Beyond Dollars: Building a successful retirement together.

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  • Summary

  • On this week’s Best of Simply Money podcast, Amy and Steve discuss the journey to financial independence and the crucial elements beyond just saving money. They emphasize the importance of open communication and shared goals between partners planning for retirement. Amy and Steve highlight the necessity of discussing expectations, worries, and visions for spending retirement years together.

    They also explore the concept of treating your home like a business, advocating for regular financial meetings to align goals. They provide examples of couples successfully navigating different financial mindsets.

    Plus, they delve into the critical elements for a successful transition into retirement, based on research from Allworth Financial. They discuss the importance of prosperity, connection, and purpose, encouraging listeners to cultivate these aspects before reaching retirement age. They provide practical advice on staying active, fostering social connections, and finding meaningful activities post-retirement.
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