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 33: Things Nobody Says
Ep 32: A 5 Question Retirement Preparedness Quiz
Ep 31: Is Diversification for Suckers?
Ep 30: The Transition To Owning Your Own Business - A Chat With Dave Parkin
Ep 29: Addressing Specific Retirement Concerns Of Baby Boomers
Ep 28: Eye Opening Stats Showing How Americans Save
Ep 27: Donor Advised Funds With Ben Bell
Ep 26: Let’s Put Your IRA Under Some Scrutiny
Ep 25: Financial Issues Particularly Challenging For Women
Ep 24: Retirement Ready: Are You Clinging To False Hope?
Ep 23: The Difficulty Of Financial Planning After The Death Of A Spouse
Ep 22: What Is A Certified Kingdom Advisor?
Ep 21: Investing Like A Genius
Ep 20: How To Avoid Critical Retirement Planning Mistakes
Ep 19: Hidden Gems In Your Retirement Plan
Ep 18: Should You Tap Your Retirement Accounts To Make It Through The Crisis?
Ep 17: Coronavirus Market Update
Ep 16: 5 Ways To Take Advantage Of A Down Market
Ep 15: Face Market Uncertainty With Guided Confidence
Ep 14: Everything You Need To Know About Roth Conversions
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