When One Person Handles the Money—and Why That’s a Problem

One simple habit could quietly unravel a retirement plan—and most couples don’t realize it until it’s too late. Steve Anzuoni unpacks why treating one partner as “the money person” creates unnecessary risk, especially when life changes fast. The conversation moves through shared financial awareness, Social Security realities, income gaps, common retirement myths, and how different “buckets” of money shape long-term stability. Along the way, they ground big financial ideas in real-life stories that highlight why understanding the full picture matters long before retirement arrives. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement!  Social Media: Facebook I  LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.