Must-Knows for Couples Retirement Planning
An episode of the America's Wealth Management Show podcast, hosted by America's Wealth Management Show with Dean Barber, titled "Must-Knows for Couples Retirement Planning" was published on June 12, 2023 and runs 21 minutes.
June 12, 2023 ·21m · America's Wealth Management Show
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Episode Description
Retirement is a journey best taken together, but it can also bring its own set of challenges. Dean Barber and Bud Kasper want what's best for all couples when it comes to retirement planning, so they dug deep into the essentials of what to know for couples who are retirement planning on America's Wealth Management Show. Dean and Bud are going to help with exploring the unique aspects of retirement planning for couples so you and your spouse can discover the strategies that will help you navigate this exciting chapter of your lives with confidence. Timestamps: Introduction - 00:00 Dean & Bud Try to Play the Newlywed Game - 2:35 Communicating Well & Retiring Well - 03:36 Our Must-Knows for Couples - 06:13 The CFO Spouse & Non-CFO Spouse - 09:01 Retirement Disagreements - 15:16 Biggest Risk in Retirement - 19:49 Fidelity Study: https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/Fidelity-Couples-and-Money-Fact-Sheet-2021.pdf More on this episode: https://modwm.com/couples-retirement-planning/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning Pros & Cons of Converting to a Roth IRA: https://youtu.be/mMqwacOhvzg What DIYers Overlook in Retirement: https://youtu.be/wCMssTo_6mg What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
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