Equipping Points:

Financial advisors wear a lot of hats, but one role you probably didn’t expect us to play is a counselor or therapist. That happens more than you would imagine because we help couples communicate about money and have conversations that they might not normally have at home.

This episode is focused specifically on that planning we do with couples with insights on how we help them navigate tricky conversations about money and retirement. Discover the common disagreements couples often face, the importance of communication in financial matters, and how to find resolutions that help put you on a path for a successful retirement. Join us as we discuss the nuances of spending versus saving, retirement expectations, and the role of trust in financial partnerships.

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

• The things that married couples tend to disagree about most when it comes to money.
• What financial matters do couples do a poor job communicating about?
• Why you want to have conversations about how you want to spend your time in retirement.
• What should you discuss as a couple before meeting with a financial advisor?

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

Today’s Takeaway:

The Use Of Technology In Financial Planning