His and Her Retirement Planning

TODAY ON EPISODE #008

His and Her Retirement Planning

If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, also explore how to resolve that conflict to establish a solid financial plan.

Episode Highlights:

• Ideas and strategies to collaboratively communicate about finances together
• The 5 assessments that we give to each couple – individually
• Times have changed and why both spouses need to be “in-the-know” about their finances
• Are there hidden spending habits? Hidden accounts? Why trust and communication are key principals to a happy marriage and sound financial future
• Life changes and “life events” happen – why you and your spouse need to re-visit your budget
• How to look from your spouses point of view and how to step in their shoes