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Show Notes
Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team.
Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-105-financial-planning-as-a-couple/
What we discuss today:
0:55 – The many hats Phil wears
2:03 – The Pension spousal benefit option
4:26 – Social Security strategy
6:35 – Plans for retirement
10:23 – Coordinating individual accounts
15:33 – Risk conversation