Why is it important for BOTH spouses to do the RISA® assessment while making a plan for retirement income

The Safe Money Retirement Show

English - June 05, 2024 23:00 - 11 minutes - 7.62 MB - ★★★ - 2 ratings
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Previous Episode: 4 BIG uncomfortable questions to ask about your retirement

Next Episode: The CORE 4 key principals to retirement happiness from the top financial minds in the world

In this week's episode, we'll discuss why it is so important for both spouses to do the RISA® assessment before we design a retirement plan for them as a couple. Is there a way to ensure both spouses are happy with the plan? How can someone who likes growth and someone who wants guaranteed income both get what they want in the same plan? How important is it for your plan to be designed specifically for you? Isn't it time to get answers to the tough retirement questions now?

Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.

Safe Money Retirement® - Insuring Your Retirement Dreams