Dec 28, 2023
Spouses plan as one. Retirement paths may blur. Clear the way, find peace… Yes, that’s a haiku. In today’s episode, we’re going to help couples get on the same page in their retirement plans with the serenity of poetry.
Each haiku contains helpful bits of financial wisdom that will address some of the common ways couples mess up their retirement futures. Dave and Drue will decipher each haiku and explain the nuggets of wisdom that you can pull from each one.
Here’s some of what we discuss in this episode:
- The decisions that need to be made around your pension and why you need to be on the same page as your spouse.
- Each person's claiming age, work history, and other factors can affect the couple's total benefits, and different strategies may be more advantageous depending on the couple's specific circumstances.
- When couples fail to talk about what they want to do in retirement, they may find that their expectations and desires for this period of their lives are not aligned.
- When couples don’t manage risk collaboratively, one spouse might be overly anxious about their financial future while the other could feel too restrained if a conservative approach is taken.
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: info@truefp.biz
Phone: 877-359-8783