Encouraging Your Spouse To Get Involved In The Financial Plan

November 7, 2024

A lot of times with couples, one spouse is significantly more involved in financial decision-making than the other. Is this okay or is it important to get both spouses involved and informed on the family’s financial picture?

Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being informed about their finances.

Tune in to discover strategies for fostering financial collaboration and explore resources like the 'Five Simple Steps to a Successful Retirement' guide to help plan for a secure future.

Here’s some of what we discuss in this episode:

0:00 – Intro

3:00 – Strategies

4:40 – The Five Simple Steps guide

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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.

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