For Couples, Retirement Planning Is A Team Sport

Retirement planning as a couple can come with its share of challenges. You aren’t planning for the financial future of just one person, but two! Often, each person comes with their own set of fears, feelings, and feedback.

In today’s podcast, Nathan delves into why retirement planning should be a team effort and how couples can work together to avoid common pitfalls.

 

Here’s some of what we discuss in this episode:

• The importance of communication and open dialogue.
• Discussing the details of the plan.
• Agreeing on the risk tolerance.
• Establish a healthy budget and spending habits.

 

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