Retirement Planning For Couples. Schedule Your FREE Retirement Assessment Today
Make Retirement Planning Easier Subscribe Now:
Download Our Retirement Toolkit:
Retirement planning for one person can be complicated, but retirement planning for couples adds complexity. In this episode of the Retire Once Show, we discuss tips for making retirement planning for couples a little easier. From having different retirement goals to different investment philosophies, the one thing that can help is good communication. Working with a professional financial advisor can also help bridge the gap on differences a couple may have when managing their investments and retirement plan.
Submit questions to the show at Retire@theoremwm.com
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management, Financial Advisor Dallas Texas
- Retire Once Show - 2022 Retirement Podcast Series
-----------------------
CHAPTERS
0:00 - Introduction
-----------------------
😁 [REACH OUT ON FACEBOOK]
➡️ [CONNECT WITH ME ON LINKEDIN]
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans:
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s:
Retirement During A Recession: Are you Prepared?:
-----------------------
#TheoremWealthManagement #RetireOnce #RetirementPodcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Music
Song: Can't Get Over
Artist: Ballpoint/Epidemic Sound
