EPISODE · Jun 24, 2025 · 14 MIN
The 3 Conversations Every Couple Needs to Have Before Retirement
from That Financial Guy · host Keith Wilson
Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workforce.We’ll cover:How to align on your retirement lifestyle and monthly spendingWhat to do when one spouse wants to retire early and the other doesn’tHow to plan for “what ifs” like illness or losing a spouseAnd why dreaming together might be the most powerful financial move of allWhether you're five years out or already halfway packed for Margaritaville, this episode will help you retire together — not just at the same time.🎧 Listen in and then ask your spouse the questions that really matter.Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...
What this episode covers
Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workforce. We’ll cover: How to align on your retirement lifestyle and monthly spendingWhat to do when one spouse wants to retire early and the other doesn’tHow to plan for “what ifs” like illness or losing a spouseAnd why dreaming together might be the most powerful financial...
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The 3 Conversations Every Couple Needs to Have Before Retirement
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