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Money conversations can feel awkward but avoiding them can leave couples unprepared when life changes. In this episode, David Meche explores the financial conversations every couple should be having, especially as retirement approaches. Using relatable examples and real‑world experience, the discussion covers shared decision‑making, understanding accounts and risk tolerance, planning for income changes, and preparing for unexpected events like illness or loss. David also addresses how often couples should revisit these discussions and why communication with both advisors and family members matters. It’s a thoughtful look at why being on the same financial page isn’t just about numbers, but about clarity, confidence, and teamwork.
Schedule a complimentary and comprehensive look at your retirement portfolio and learn your risk number with Meche and Associates at 225-258-2112 or click here: https://mecheassociates.com/contact/
And learn more about the next seminar with David Meche here: https://mecheassociates.com/events/
FB: https://www.facebook.com/mecheandassociates
See omnystudio.com/listener for privacy information.
By David MecheMoney conversations can feel awkward but avoiding them can leave couples unprepared when life changes. In this episode, David Meche explores the financial conversations every couple should be having, especially as retirement approaches. Using relatable examples and real‑world experience, the discussion covers shared decision‑making, understanding accounts and risk tolerance, planning for income changes, and preparing for unexpected events like illness or loss. David also addresses how often couples should revisit these discussions and why communication with both advisors and family members matters. It’s a thoughtful look at why being on the same financial page isn’t just about numbers, but about clarity, confidence, and teamwork.
Schedule a complimentary and comprehensive look at your retirement portfolio and learn your risk number with Meche and Associates at 225-258-2112 or click here: https://mecheassociates.com/contact/
And learn more about the next seminar with David Meche here: https://mecheassociates.com/events/
FB: https://www.facebook.com/mecheandassociates
See omnystudio.com/listener for privacy information.