Must-Knows for Couples Retirement Planning - America's Wealth Management Show

Must-Knows for Couples Retirement Planning - America's Wealth Management Show

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Publish Date:
16 June, 2023
Category:
Wealth Management
Video License
Standard License
Imported From:
Youtube

Retirement is a journey best taken together, but it can also bring its own set of challenges. Dean Barber and Bud Kasper want what’s best for all couples when it comes to retirement planning, so they dug deep into the essentials of what to know for couples who are retirement planning on America’s Wealth Management Show. Dean and Bud are going to help with exploring the unique aspects of retirement planning for couples so you and your spouse can discover the strategies that will help you navigate this exciting chapter of your lives with confidence.

Timestamps:
Introduction - 00:00
Dean & Bud Try to Play the Newlywed Game - 2:35
Communicating Well & Retiring Well - 03:36
Our Must-Knows for Couples - 06:13
The CFO Spouse & Non-CFO Spouse - 09:01
Retirement Disagreements - 15:16
Biggest Risk in Retirement - 19:49

Fidelity Study: https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/Fidelity-Couples-and-Money-Fact-Sheet-2021.pdf

More on this episode: https://modwm.com/couples-retirement-planning/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=couples-retirement-planning

See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=couples-retirement-planning
Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=couples-retirement-planning

Pros & Cons of Converting to a Roth IRA: https://youtu.be/mMqwacOhvzg
What DIYers Overlook in Retirement: https://youtu.be/wCMssTo_6mg
What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k

Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=couples-retirement-planning
Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=couples-retirement-planning

Check out our other podcast!
The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow