Episode 14: Common Financial Mistakes Couples Can Avoid in Retirement

Jul 15, 2021

If you’re married or have a life partner, it’s important to figure out a game plan around your financial affairs. On this episode, Isaac and Ricky talk about the common financial mistakes many couples make and how you can avoid them in retirement.

  • When you should consider collecting your pension and social security.
  • The value add of having a household view of assets and lifestyle goals.
  • Taking the time to coordinate your financial affairs.
  • Managing risk that’s consistent amongst both spouses and much more!

 

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