Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.
In part one of this two-part series, we’ll discuss some areas where couples commonly disagree on financial decisions, such as risk tolerance in investments, retirement lifestyle, and more. Donna will share some ways to deal with these disagreements and discuss creating a shared vision for your retirement. Whether you’re just beginning to think about retirement, or already in the thick of it, stay tuned to see how open communication and working with a financial professional can set your financial future up for success.
Be sure to tune back in for part two!
Here’s some of what we’ll discuss in this episode:
- What level of risk should you take in your portfolio? (2:38)
- Deciding on the best age to retire as a couple. (5:24)
- Are you on the same page about paying for your children’s college education + legacy planning? (8:45)
- Should you downsize or not downsize? (11:08)
- Agreeing on your retirement lifestyle. (13:28)
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
Recent Comments