Just The Answer: Is Your Plan Built for Two or Just You?

Retirement works best when you're on the same page, financially and emotionally. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor explore how to align your plan with your partner's goals and protect each other along the way: 🔹 Coordinating Social Security and pension choices with survivor benefits in mind 🔹 The survivor reality: income may drop, taxes can rise, and expenses often don't fall as much as you think 🔹 Blended families, "fairness," and protecting your legacy 🔹 Why both partners need a seat at the table (and a trusted backup driver 🚗) They unpack the emotional and practical sides of couples planning and share how a little clarity today can save a lot of stress tomorrow. 🎧 Listen now and make sure your plan truly works for both of you.