In this episode, the hosts discuss the essential traits of a perfect financial partner, likening them to the qualities of a soulmate. They explore the importance of future orientation, conflict resolution skills, emotional intelligence, and communication in financial relationships. The conversation also covers common financial mistakes retirees make, strategies to combat inflation, and the significance of having a solid spending plan. The hosts emphasize the need for trust and regular communication with financial advisors to ensure a successful retirement plan. 

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