Check the background of this firm on FINRA Broker Check.

Ep 11: Common Financial Mistakes Couples Make

A successful retirement plan for couples starts with communication and collaboration. Couples often avoid discussions about their finances and retirement plans, but this can lead to future financial issues. It is important to have conversations about your long term plans and how you will achieve them together. On today’s show, Shari is speaking on some of the most common mistakes she sees couples make when it comes to financial planning.

What we discuss on the show:

0:55 – Happy Birthday Shari

3:46 – Personal couple stories

4:33 – Retirement plans for couples

7:11 – Your social security strategy

8:55 – Not speaking about your retirement plan

12:31 – Not coordinating your individual accounts

14:25 – Managing risk together


Apple PodcastsSpotifyGoogle PodcastsAmazon MusicStitcheriHeartRadioTuneInRSS

Submit a Comment

Your email address will not be published. Required fields are marked *