Involve Your Spouse In Meetings With Key Advisors

Jan 27, 2022

The theme this week on the Retirement Quick Tips Podcast is: How To Include Your Spouse In Financial Decisions

Today, I’m talking about the importance of involving both spouses in every planning meeting with your key advisors (financial advisor, tax advisor, attorney, banker, mortgage lender, insurance agent) 

Why: 

• Build relationships and trust with your family’s advisors
• Know who to turn to when they need help down the road
• Can better understand your income and tax situation
• Can have a say in and a sense of control on how your investments are managed, since you’re likely to have 2 different appetites for risk. 
• Estate planning - this is key! Values and discussions about children, grandchildren, inherited wealth, beneficiaries, restricting access, designating an executor…all decisions that need to be made together

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast. 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance