With retirement approaching, many couples are faced with the challenge of aligning their financial goals without the traditional framework of marriage. In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® address the challenges and planning needs for couples who aren’t married but still want to maintain a shared interest in their financial success.

Here’s what we discuss in this episode:

0:00 – Intro and question

1:04 – Joint planning

2:37 – Financial benefits of marriage

5:16 – Investment planning

 

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/ 

Check us out on YouTube: https://bit.ly/3CcAzai