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:
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