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October 28, 2023 10:00 am
Long before you leave the workforce, talk with your partner about what each of you wants to do, where to live, and what to spend in retirement. In today's video, Peter with Richon Planning and Erin Kennedy take a closer look at the topics that successful couples asked one another in order to become successful and happy retirees.
First, discuss retirement expectations long before you retire. Here are some suggested questions to get the ball rolling: How will you spend time together? What will you do together? What will you do separately? How much money will you have saved for retirement? How much are you willing to spend?
Second, regularly discuss current and future income and spending... together! Studies show that couples with long-term financial happiness have joint financial discussions.
Third, acknowledge differing needs and wants. And last, consider buying Life Insurance.
If you are ready to start discussing retirement with your significant other, please reach out to Peter, who can help ensure you're both on the same page and have a plan that accounts for everyone's needs and wants in retirement. Schedule a complimentary appointment by calling (919) 300-5886 or visit www.RichonPlanning.com
#retirement #wealthmanagement #RetireHappy
