Equipping Points:
Inside a marriage, retirement planning is a journey that ideally involves both partners working together towards a common goal. However, as with any significant life decision, disagreements can arise. Eric sheds light on some of the most common spousal disagreements regarding retirement and offers practical advice on how to navigate them.
Retirement planning with a spouse requires open communication and compromise. By addressing these common disagreements head-on and working with a financial advisor, couples can create a retirement plan that meets both partners’ needs and ensures a harmonious future.
Here’s some of what we discuss in this episode:
- Determining the risk tolerance level.
- Deciding what age to retire.
- How much to allot toward legacy planning.
- Considering when to downsize.
- Finding a retirement lifestyle that makes everyone happy.
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:
Subscribe To The Podcast:
Apple Podcasts - Google Podcasts - Spotify - Stitcher - iHeartRadio - TuneIn
Check out some other recent episodes
Old Accounts Could Be Costing You
Today, Eric discusses why old financial accounts deserve a second look. He explains how reviewing these accounts can uncover missed opportunities, improve efficiency, and help create a more coordinated financial plan.
Good Intentions, Bad Advice: Well-Meaning Advice Can Cost You
Not all bad financial advice comes from bad sources. Sometimes it comes from the people you trust the most. Eric breaks down how well-meaning input from family, friends, professionals, and even the media can lead to the wrong decisions.
When Life Happens, Your Plan Needs to Change
Life doesn’t always go according to plan, and your finances need to be ready when things change. Eric walks through some of the biggest life events that can impact your financial future and why each one is a moment to revisit your plan. The goal isn’t to predict every twist and turn; it’s to be prepared when they happen. A solid plan gives you the flexibility to adjust without losing confidence.
Challenging What You “Know for Sure” About Retirement
Mark Twain once said, “It’s not what you don’t know that gets you into trouble, it’s what you know for sure that just ain’t so.” How can this wisdom apply to retirement planning?
Questions To Ask Your Advisor
Eric walks through the key questions that can reshape how you think about your plan and explains how the right questions can lead to better clarity, smarter decisions, and a more confident path into retirement.
How the 24/7 News Cycle Hurts Your Portfolio
In today’s 24/7 news cycle, financial headlines are designed to grab attention, not guide smart decisions. The result? Decisions driven more by noise than by strategy. In this episode, Eric explores how media influence, emotional reactions, and misunderstood risk tolerance can quietly derail a financial plan.
Why Most Of Your Financial Goals Fail
Many people talk about setting financial goals, but far fewer people know how to set the right ones, or how to turn them into something that actually works in real life. Eric walks through how to create financial goals that are both meaningful and achievable. It’s easy to aim high, but if your plan isn’t realistic, those goals often fall apart before they ever gain traction.
March Madness & Your Money: Don’t Bust Your Retirement Bracket
Filling out a March Madness bracket is fun, but when it comes to your retirement, you can’t afford to treat it like a bracket pool. Upsets, bold picks, and emotional calls make for a good time, but the same principles can wreck a financial plan if you play it the same way. In this episode, Eric connects the dots between tournament chaos and retirement strategy, and why your financial game plan needs more discipline than your Final Four.
What Mr. Rogers Can Teach Us About Retirement Readiness
Fred Rogers spent decades teaching life lessons through kindness, patience, and thoughtful reflection. While his words weren’t meant to be financial advice, many of his most memorable quotes offer surprising wisdom when applied to in-vesting and retirement planning. Today, Eric takes a few classic Mister Rogers quotes and connects them to the realities of retirement planning.
The Hidden Costs of Mutual Funds in Retirement
Retirement decisions aren’t made in spreadsheets alone. They’re shaped by mood, headlines, memories, and personal experiences, often more than we realize. Eric focuses on the emotional side of financial planning and why awareness matters just as much as strategy.