Financial Planning: Keeping you and your spouse on the same page!

from Ready, Set, Retire! · host Steve Anzuoni

If you’ve been married for any length of time, you know that disagreements come with the territory. But some disagreements are more serious than others. Wall Street Journal’s Anne Tergesen says that’s especially true when it comes to deciding how much risk to take with the family nest egg. Steve explains how his bucket approach allows for open communication with couples and how he makes sure that everyone is happy and content with the customized plan he puts together for them. See omnystudio.com/listener for privacy information.

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This episode is 7 minutes long.

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This episode was published on September 24, 2021.

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