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 13: How To Account For Emotions In Your Financial Plan
Ep 12: What You Need to Know About The SECURE Act
Ep 11: Is 'Cash' Good or Bad
Ep 10: Managing Debt and Retirement Planning
Ep 9: Attending to Your Financial Well-Being After Your Spouse Passes
Ep 8: Avoiding Critical Estate Planning Mistakes
Ep 7: Sabotaging Your Own Retirement
Ep 6: It's Good To Have Awkward Conversations
Ep 5: Retirement Constants That Affect Everyone
Ep 4: What Will The Next Market Crash Look Like?
Ep 3: Even Responsible Savers Make Mistakes
Ep 2 Busting The Biggest Financial Myths
Ep 1: 3rd & 4th Quarter Planning To-Do List
Ep 0: Getting To Know Wade Chessman & The New Podcast
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast