Ep 85: The 5 Financial Conversations Every Couple Should Have Before Retirement

There are 5 conversations every couple should have before they retire.

Retirement isn’t just a financial transition; it’s a lifestyle change that affects every aspect of your life—especially for couples.

Today, we’re diving into the five financial conversations every couple needs to have before retiring to make sure you’re on the same page and set up for success.

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In this episode:

[2:21] What does retirement look like to each of us?

[6:43] How much can we spend without running out of money?

[11:07] What is our social security strategy?

[15:37] How will we handle unexpected costs?

[19:39] What is our legacy plan?