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Is your vision of retirement perfectly aligned with your spouse’s, or are you orbiting two completely different planets? In this episode, Dr. Chris breaks down the five critical "mission checks" every couple needs to ensure their relationship survives the transition from the workplace to the home front. We also tackle a common listener question about how to handle your adult children’s first tax filings without knocking your own financial flight plan off course.
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SCHEDULE A FREE RETIREMENT ASSESSMENT:
My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.
The result?
Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
👉 Schedule a Free Retirement Assessment
***
EPISODE RESOURCES:
→ What Issues Should I Consider Before I Retire? -- Dr. Chris' 32-point checklist
→ The Five Conversations Every Couple Needs Before Retirement -- Dan Haylett
→ Grab the Episode Show Notes
Image Credit: ESA/Hubble & NASA, J. Dalcanton, Dark Energy Survey/DOE/FNAL/DECam/CTIO/NOIRLab/NSF/AURA
By Dr. Chris Mullis, PhD, CFP®Is your vision of retirement perfectly aligned with your spouse’s, or are you orbiting two completely different planets? In this episode, Dr. Chris breaks down the five critical "mission checks" every couple needs to ensure their relationship survives the transition from the workplace to the home front. We also tackle a common listener question about how to handle your adult children’s first tax filings without knocking your own financial flight plan off course.
***
SCHEDULE A FREE RETIREMENT ASSESSMENT:
My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.
The result?
Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
👉 Schedule a Free Retirement Assessment
***
EPISODE RESOURCES:
→ What Issues Should I Consider Before I Retire? -- Dr. Chris' 32-point checklist
→ The Five Conversations Every Couple Needs Before Retirement -- Dan Haylett
→ Grab the Episode Show Notes
Image Credit: ESA/Hubble & NASA, J. Dalcanton, Dark Energy Survey/DOE/FNAL/DECam/CTIO/NOIRLab/NSF/AURA