Financial Planning Conversations for Couples

Financial advisors wear a lot of hats, but one role you probably didn’t expect us to play is a counselor or therapist. That happens more than you would imagine because we help couples communicate about money and have conversations that they might not normally have at home.

This episode is focused specifically on the planning we do with couples with insights on how we help them navigate tricky conversations about money and retirement.

Here’s some of what we discuss in this episode:

• The things that married couples tend to disagree about most when it comes to money.
• What financial matters do couples do a poor job communicating about?
• Why you want to have conversations about how you want to spend your time in retirement.  
• What should you discuss as a couple before meeting with a financial advisor?

Get in touch with the Peterson Financial team: https://petersonfg.com/