Pension options, Social Security, and investments are all among the topics that you should be addressing with your significant other. Finding the right balance between both of your risk tolerances can help you better manage your future income. Even if you both have a plan on saving for retirement, you will also need to plan on what your retirement will look like. Do you both want to travel or stay close to family? Should you sell your current home or the vacation home? On today's episode, we are talking about some common financial mistakes couples make and what decisions you need to address together.
Read and get additional financial information: https://principalpreservationservices.com/ep-78-retirement-decisions-to-make-as-a-couple/
What we discuss:
1:00 – Couples as clients
2:06 – Pension options
6:27 – Social Security
8:59 – Should spouses come in together?
10:24 – 401k and IRAs
12:49 – Managing risk together
15:14 – Retirement planning together
19:22 – Mailbag: Am I in trouble with investing?
21:35 – Mailbag: Roth or Traditional 401(k)
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