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Retirement Compromise with Couples
Your Retirement With Sam Duell
English - May 19, 2023 23:15 - 51 minutes - 46.8 MBBusiness Education 401k 403b care invest medicare risk volatility adviser advisor bond Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Retirement Quiz on EBRI Survey
Next Episode: Excuses For Not Seeing a Retirement Professional
Sam, Andi, and Luke cite statistics from a couple of surveys that state the obvious. Couples don’t necessarily see eye to eye when it comes to finances and retirement. They stress the need for compromise in areas such as risk, savings, and retirement target date. They address retiree concerns like inflation, the state of Social Security, and longevity and get back to basics with some good practices to make sure you’re on the right track to retirement.
You can reach Duell Financial Strategies by calling 866-203-7486.
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