• Navigating Retirement Planning as a Married Couple

  • Sep 3 2024
  • Length: 28 mins
  • Podcast

Navigating Retirement Planning as a Married Couple

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  • Summary

  • In this episode, Ben and Megan Smith discuss the challenges faced by married couples in managing their retirement planning. They address a letter from a woman who is anxious about retiring and worries about making mistakes with their $2 million portfolio. Ben and Megan emphasize the importance of communication and finding a financial advisor who can help manage the portfolio. They also discuss the need for each spouse to have some level of autonomy in their budget and the importance of building trust with a financial advisor.

    Ready to connect with Ben? For more information go to www.visionwealth.com

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