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内容由Lee Perkins提供。所有播客内容(包括剧集、图形和播客描述)均由 Lee Perkins 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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For Couples, Retirement Planning Is A Team Sport

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Manage episode 451095679 series 2536305
内容由Lee Perkins提供。所有播客内容(包括剧集、图形和播客描述)均由 Lee Perkins 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

When it comes to retirement planning, it’s critical that you and your spouse are on the same page. That doesn’t necessarily mean that you’ll agree on every little detail, but it does mean that compromise and honest conversations are a big part of navigating the process together.

Join Lee as he dives into why aligning with your spouse is so important, where disagreements tend to arise, and the key topics you should be discussing. Plus, he’ll share how financial advisors can help couples find financial common ground.

Here’s what we discuss in today’s show:

  • Getting on the same page financially with your spouse
  • What Lee often sees the first time he meets with a couple
  • The most important things to discuss with your spouse when it comes to retirement
  • What areas cause the most disagreement
  • How Lee helps folks find a financial common ground

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

  continue reading

156集单集

Artwork
icon分享
 
Manage episode 451095679 series 2536305
内容由Lee Perkins提供。所有播客内容(包括剧集、图形和播客描述)均由 Lee Perkins 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

When it comes to retirement planning, it’s critical that you and your spouse are on the same page. That doesn’t necessarily mean that you’ll agree on every little detail, but it does mean that compromise and honest conversations are a big part of navigating the process together.

Join Lee as he dives into why aligning with your spouse is so important, where disagreements tend to arise, and the key topics you should be discussing. Plus, he’ll share how financial advisors can help couples find financial common ground.

Here’s what we discuss in today’s show:

  • Getting on the same page financially with your spouse
  • What Lee often sees the first time he meets with a couple
  • The most important things to discuss with your spouse when it comes to retirement
  • What areas cause the most disagreement
  • How Lee helps folks find a financial common ground

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

  continue reading

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