Financial Planning For Couples: Getting On The Same Page
Retirement Investing PlanningListen:
On This Episode
A good financial plan considers the unique needs and views of both spouses. But let’s face it, couples often come to the table with different approaches to saving, spending, and planning for the future. So, how do you get on the same page and build a plan that works for everyone?
In this episode, we’ll explore the challenges and strategies of financial planning for married couples. Whether you’re the saver or the spender, communication is the key to finding common ground. Tune in as Mark shares how he helps couples create a retirement plan that works for both partners.
Here’s what we discuss in today’s show:
💰 Getting the saver vs spender on the same page in retirement planning
💬 Key conversations every couple should have before building a financial plan
👨👩👧👦 Why it’s important for both spouses to be involved
🤝 How Mark helps couples create a retirement plan they can both agree on
Thanks for joining us! We’ll be back for another show every other Thursday.
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