Episodes

Tuesday May 07, 2024
It’s Time to Talk to Your Spouse About Retirement
Tuesday May 07, 2024
Tuesday May 07, 2024
It's common for an advisor to sit down with a couple who doesn’t see eye-to-eye on what their retirement years will look like. The truth is that couples can spend decades together and not feel the need to talk seriously about those retirement years. Today, Ira brings in a new study that finds one-in-one couples disagree on what they will be spending and, ultimately, how much they will need to save for retirement. Listen along as Ira and Jonathan talk about getting together with your spouse to have a real conversation about retirement planning. Later in the show, the advisors notice what this study says about couples and estate planning and how you can overcome the uncomfortable topics of death and finances to make a plan and start relaxing about money.
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