For Couples, Retirement Planning Is A Team Sport

Are you and your spouse on the same page when it comes to what you want in your retirement? If not, it’s time to talk. Retirement planning is a significant milestone that requires careful consideration and, more importantly, collaboration. 

Many couples don’t communicate enough when it comes to money, but preparing for retirement is best done with both parties understand the goals and how they’ll get there. That’s what we want to highlight in this video so we’ll break down the importance of being a team when it comes to your financial future.

 

Here’s what we discuss in this episode:

0:00 – Intro 

1:28 – Mailbag

3:54 – Couples with uncertainty

9:50 - How we help couples get on the same page for retirement

12:00 – Do both spouses need to be involved financially?

14:22 – Why couples benefit from an advisor

16:51 – Closing thoughts

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If you have any questions, you can contact us online here: https://cravitzfinancial.com/

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Call: 714-462-9155

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.