The Four Money Conversations Every Couple Needs Before It’s Too Late

EPISODE · Feb 3, 2026 · 10 MIN

The Four Money Conversations Every Couple Needs Before It’s Too Late

from The Retirement Caddie · host Matt Eilers

What happens when one spouse handles the money—and the other suddenly has to? In this episode, Matt Eilers breaks down the essential financial conversations couples must have long before retirement forces the issue. He explains why alignment on risk, roles, and record‑keeping is important, how to prepare for the day one partner may face retirement alone, and which legal documents every household should review. From communication gaps to mismatched risk tolerances, Matt reveals how key teamwork is as you navigate retirement together. Ready to get out of the rough and get your retirement plan in place? Contact Matt today! Facebook | Instagram | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

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The Four Money Conversations Every Couple Needs Before It’s Too Late

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