Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.

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Your financial plan might be able to hit a specific retirement number, but can it handle two completely different timelines?

In this episode, Scott and Nick explore a nuanced situation facing many couples: what happens when one spouse is completely ready to step away from work, while the other still finds energy, purpose, and identity in a career? Using real-world client scenarios, you can shift the conversation away from rigid spreadsheets and toward the human side of wealth.

It’s not just about whether an early retirement is numerically possible, it’s about balancing individual dignity, addressing personal money stories, and determining how a couple makes major life decisions when they are looking at the exact same picture but seeing two different things.

Scott and Nick explain how to pressure-test staggered retirement models, how to invest your non-financial assets like your time, energy, and talent. And how to ensure you are retiring to a purpose rather than just escaping into a void.

If you and your partner aren't on the exact same page about when or how to exit the workforce, this episode is for you. It’s about building a strategy that supports two distinct versions of a great life, ensuring both of you feel like you're winning.

Ready to learn more? 

• Scott Frank on LinkedIn 
• Stone Steps Financial 
• Nick Covyeau on LinkedIn
• Swell Financial 

Leave us a question! 

Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.