Financial Planning For Couples: Getting On The Same Page

A good financial plan considers the unique needs and views of both spouses. But let’s face it, couples often come to the table with different approaches to saving, spending, and planning for the future. So, how do you get on the same page and build a plan that works for everyone? In this episode, we’ll explore the challenges and strategies of financial planning for married couples.

Here’s what we discuss in today’s show:

💰 Getting the saver vs spender on the same page in retirement planning

💬 Key conversations every couple should have before building a financial plan

👨‍👩‍👧‍👦 Why it’s important for both spouses to be involved

🤝 How Mark helps couples create a retirement plan they can both agree on

 

Want to get in touch with Mark? 

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832