Ep. 28 - The top estate planning concern leading DIY investors to hire a fiduciary financial advisor, and what you can learn from it!
The Planning For Retirement Podcast
English - October 19, 2023 10:00 - 26 minutes - 24.4 MB - ★★★★★ - 6 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Opposites attract, and this bleeds into the world of personal finance.
There is a reason why the #1 cause for marital issues is related to personal finances.
Well, when planning for retirement, this is no different. There's oftentimes a "CFO" of the household, and a "Non-CFO."
It varies, depending on the couple, how much the "Non-CFO" is involved and/or interested in the personal finances. But either way, the concern is if the "Non-CFO" spouse had to take over the "CFO" role.
As we get older, we realize we aren't Superman or Superwoman. Then the question becomes, how do you equip the “Non-CFO” to minimize financial stress if and when they have to take over the “CFO” role? We'll unpack all of this, and more!
I hope you find this episode to be helpful!
-Kevin