Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team.
Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-105-financial-planning-as-a-couple/
What we discuss today:
0:55 – The many hats Phil wears
2:03 – The Pension spousal benefit option
4:26 – Social Security strategy
6:35 – Plans for retirement
10:23 – Coordinating individual accounts
15:33 – Risk conversation
The IRS Gave Us A Gift (Or Did They?)
Long-Term Care and Life Insurance: The Basics You Must Know!
Retiree Health Insurance: The Basics You Must Know!
How Is Technology Redefining Retirement Planning?
The Rise of Retiree Healthcare Costs
Steering Clear of Retirement Stress
Is Retiring at 65 Crazy?
Tax Mistakes to AVOID in 2024 (Part 2)
Tax Mistakes to AVOID in 2024 (Part 1)
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Understanding Annuities: The Good, Bad & Ugly
The Retiree Dilemma: To Sell Or To Rent?
Retirement Planning Fear, Procrastination, and Indecision
Retirement Planning Is Harder Than It Used To Be (Part 2)
Retirement Planning Is Harder Than It Used To Be (Part 1)
Mailbag: Adjusting to Retirement, Company Stock & More
Will The Economy Boom Or Bust In 2024?
Are Your Good Money Habits Holding You Back? (Part 2)
Are Your Good Money Habits Holding You Back? (Part 1)
The U.S. Retirement System On The Global Stage
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