Navigating Spousal Disagreements in Retirement Planning

Inside a marriage, retirement planning is a journey that ideally involves both partners working together towards a common goal. However, as with any significant life decision, disagreements can arise. Eric sheds light on some of the most common spousal disagreements regarding retirement and offers practical advice on how to navigate them.

 

Here’s some of what we discuss in this episode:

• Determining the risk tolerance level.
• Deciding what age to retire.
• How much to allot toward legacy planning.
• Considering when to downsize.
• Finding a retirement lifestyle that makes everyone happy.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/