Retirement works best when you're on the same page, financially and emotionally.

In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor explore how to align your plan with your partner's goals and protect each other along the way:

🔹 Coordinating Social Security and pension choices with survivor benefits in mind 🔹 The survivor reality: income may drop, taxes can rise, and expenses often don't fall as much as you think 🔹 Blended families, "fairness," and protecting your legacy 🔹 Why both partners need a seat at the table (and a trusted backup driver 🚗)

They unpack the emotional and practical sides of couples planning and share how a little clarity today can save a lot of stress tomorrow.

🎧 Listen now and make sure your plan truly works for both of you.