We want couples to be on the same page when it comes to financial planning and retirement. Despite any individual differences it’s important to plan together for the success and growth of your retirement plan.
You and your spouse should be on the same page when it comes to risk management and how you will spend your investment money once in retirement. Planning out your Pension and Social Security decisions will be essential to your plan. So, today we are going to be talking about some financial mistakes that couples should be aware of and how to avoid them.
What we discuss on this episode:
0:27 – Catching up with Wade
3:00 – Pension spousal benefit
4:34 – Social Security claims
6:05 – How you want to spend your retirement
8:17 – Coordinating accounts
9:47 – Risk profile
11:19 – Being on the same page
12:38 – Mailbag: Do I have to take RMDs?
13:59 – Mailbag: Will I run out of money?
More Resources:
Risk Survey: https://www.chessmanwealth.com/#survey-section
Retirement Planning Quiz: https://www.chessmanwealth.com/retirement-planning-quiz/
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Ep 73: How Procrastination Negatively Affects Your Financial Future
Ep 72: Why I Went Independent
Ep 71: Getting Through A Bear Market
Ep 70: Why Retirement Planning Ain’t What It Used to Be
Ep 69: Picking Sides in Important Financial Debates (Part 2)
Ep 68: Picking Sides in Important Financial Debates (Part 1)
Ep 67: Secret to Retirement Success - Get Out of Your Own Way
Ep 66: Counting Down the Days to Financial Independence
Ep 65: The Most Important Birthdays in Retirement Planning
Ep 64: Clearing Up the Financial Jargon
Ep 63: When Guessing At Retirement’s Most Important Questions Goes Wrong
Ep 62: Murky Issues that Make Retirement Planning Harder
Ep 61: What is the Smart Generations Program?
Ep 60: Changes That Will Impact Financial Planning in 2022
Ep 59: Planning for the Things We Can’t Predict
Ep 58: The Chessman Distinctives
Ep 57: What Is a Fiduciary?
Ep 56: How Are Social Security Benefits Calculated
Ep 55: Advisors that Drop the Ball
Ep 54: Tax Planning Strategies
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