Why Retirement is a Team Sport for Couples

Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk.
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Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. In this show, we’ll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. Scott shares insights on how to navigate disagreements, the common issues couples face, and practical steps to ensure both partners are aligned. One of the stark realities of life is that most females are likely to outlive their husbands. This statistic alone underscores the need for both partners to be involved in financial planning. It’s not just about one person managing the finances; it’s about both partners understanding and agreeing on the plan. Join us as we talk about building a plan that ensures both partners are prepared for any eventuality, providing peace of mind and financial security.   Here’s what we cover in this episode: 0:00 – Intro 2:28 – Why you should work together 6:20 – Handling disagreements 9:40 – Healthcare costs 11:11 – Steps to take   Watch the show on YouTube: https://bit.ly/3RiT7Ky

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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