Let's be honest — not everyone loves talking about money. In many marriages, one spouse takes the financial lead while the other says, *"It's just not my thing."* But what happens when the person who handles the finances isn't around anymore?

In this episode of *Coffee with Your Retirement Coach*, I sit down with **Coach Nic Yeomans** to talk about how couples can protect themselves — and each other — financially. We break down how to plan, organize, and communicate around money, even when it feels uncomfortable or confusing.

Whether you're the spouse who handles the books or the one who'd rather not think about them, this episode is packed with practical steps for creating clarity, confidence, and peace of mind in your financial life.

**Keywords:** retirement planning for couples, financial communication, financial literacy, money in marriage, financial planning, retirement advice, spousal planning, money management

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### **Timestamps**

00:00 – "It's just not my thing." Why money can be a tough topic in marriage

01:07 – How couples divide financial duties (and where that plan fails)

02:32 – What happens when the financial spouse passes first

03:24 – The problem with well-meaning financial advice from friends or family

03:54 – Setting your spouse up for success with financial SOPs and organization

05:02 – Creating financial awareness without overwhelming your partner

06:17 – Why a third-party financial advisor can help bridge communication gaps

07:19 – The importance of empathy and understanding your spouse's comfort zone

08:30 – How attending financial meetings together builds peace of mind

09:02 – Key takeaways: how to protect your family financially, even if "it's not your thing"

10:03 – Closing thoughts: stay coachable, stay connected

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### **Links & Resources**

📧 Contact us: **[email protected]**

🌐 Visit **Yeomans Consulting Group** – [Insert link]

🎧 Listen next: [The Nightmare Retirement Assumptions (The Trilogy)]

💼 Learn more about financial planning for couples: [Insert relevant episode link]

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### **Closing Thoughts**

If finances "aren't your thing," that's okay — but your financial security still needs a plan.

As Coach Nic says, *"What good is the best-laid plan if it can't be understood by the person who might need it most?"*

If you found this episode helpful, please **like 👍, comment 💬, and subscribe 🔔** to *Coffee with Your Retirement Coach.*

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🛑 Disclaimer:

Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.