For Couples, Retirement is a Team Sport

Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk.

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.

 

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

 

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA