Planning For Retirement With Separate Finances

An episode of the Dollars With Dennis podcast, hosted by Dennis Horr, titled "Planning For Retirement With Separate Finances" was published on July 31, 2025 and runs 8 minutes.

July 31, 2025 ·8m · Dollars With Dennis

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Summary

A listener wrote in with a question that many couples might relate to: “How do we plan for retirement when we don’t share accounts and don’t even know each other’s spending habits?” In this episode, Dennis walks through what it looks like to plan for the future when your finances aren’t fully merged, and how couples can find clarity even when they’re working from two different spreadsheets. Here’s some of what we discuss in this episode: 🤝 How to coordinate without merging accounts ⚠️ The ris...

Episode Description

A listener wrote in with a question that many couples might relate to: “How do we plan for retirement when we don’t share accounts and don’t even know each other’s spending habits?” In this episode, Dennis walks through what it looks like to plan for the future when your finances aren’t fully merged, and how couples can find clarity even when they’re working from two different spreadsheets.

Here’s some of what we discuss in this episode:

🤝 How to coordinate without merging accounts

⚠️ The risks of financial siloing

🏡 The “his, hers, and household” account strategy

🧠 Why financial transparency is so important

Our website: https://www.401k.faith

Phone: (513) 898-1897

Contact our team: https://www.faith401kmgmt.com/contact_us/

Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/

Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm

Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g

Facebook: https://www.facebook.com/profile.php?id=100063561056644

LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/

X: https://x.com/dennishorr

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