The Retirement Roundtable

The Retirement Plan Most Couples Forget to Build


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While many couples spend years aligning their investment portfolios, they often overlook the critical "soft side" of retirement that determines their daily quality of life. This episode explores how to synchronize your individual visions for the future, covering everything from lifestyle expectations to the emotional transition of losing a spouse.
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The Retirement RoundtableBy Veronica Redfield and Grant Hartmann