Separate Accounts, Shared Future: Planning Retirement with Separate Finances

31/07/2025 17 min
Separate Accounts, Shared Future: Planning Retirement with Separate Finances

Listen "Separate Accounts, Shared Future: Planning Retirement with Separate Finances"

Episode Synopsis

A listener wrote in with a question that might hit closer to home than many couples realize: "How do we plan for retirement when we don't share accounts and don't even know each other's spending habits?" In this episode, we'll talk through how to get on the same page financially before you retire, and why open communication can be just as valuable as a pension. Contact: 817-444-8402 Website: https://bit.ly/2HLgkEx Schedule A Call Online: https://bit.ly/31VabN3