Our 2 Cents

Episode 145: Resolving Financial Tension Between Couples


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On the show for you today, Steve and Gabriel are discussing sources of financial stress that couples face throughout their lives and, more specifically, in retirement. They'll share ways they've helped clients better communicate and get back on the same wavelength. Then they tackle two questions from our listeners. 

  1. Resolving Financial Tension Between Couples:
    • Budgeting - agreeing on how much to spend
    • Risk tolerance - how aggressive or conservative to be with investing
    • Retirement age - when each spouse can or should retire
    • Housing - where to live in retirement
    • Lifestyle - how you plan to spend your time in retirement
    • Inheritances - if you will leave money to your kids 
  2. Listener Questions:
    • "I am afraid of a recession happening, so I might stop contributing to my 401(k) for a while. Is that a good or a bad idea?" - Vicki
    • "I've always heard I should have a mortgage when I retire because that will be the only tax deduction I'll have at that point. I've been paying extra on my house to have it paid off by the time I retire, but maybe I should slow down on that plan. What do you think?" - Rick
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