The Retirement Spousal Approach

MoneyMattersUSA® with Fred Saide

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9M ago 45:20

MP3•Главная эпизода

In this episode, Fred Saide discusses the importance of communication and agreement between spouses when it comes to financial planning for retirement. He emphasizes the need for both spouses to be involved in financial discussions and decisions, even if there is a division of labor in managing finances. Fred also highlights the importance of discussing and agreeing on goals, such as charitable giving, travel plans, and spending objectives. He advises couples to work with a financial advisor who can serve as a coordinator and help navigate the complexities of retirement planning. Fred also discusses the impact of fees and hidden costs on investment portfolios and the need for regular reviews and updates to investment strategies.

Reach Fred at 800-593-8188.

Money Matters USA

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