• For Couples, Retirement Planning Is A Team Sport

  • Nov 20 2024
  • Length: 19 mins
  • Podcast

For Couples, Retirement Planning Is A Team Sport

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  • Summary

  • When it comes to retirement planning, it’s critical that you and your spouse are on the same page. That doesn’t necessarily mean that you’ll agree on every little detail, but it does mean that compromise and honest conversations are a big part of navigating the process together.

    Join Lee as he dives into why aligning with your spouse is so important, where disagreements tend to arise, and the key topics you should be discussing. Plus, he’ll share how financial advisors can help couples find financial common ground.

    Here’s what we discuss in today’s show:

    • Getting on the same page financially with your spouse
    • What Lee often sees the first time he meets with a couple
    • The most important things to discuss with your spouse when it comes to retirement
    • What areas cause the most disagreement
    • How Lee helps folks find a financial common ground

    Want to set up a meeting with us? Visit us here: http://talkwithjp.com

    Get more financial education at http://myretirementclarity.com
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