Ep 105: Financial Mistakes Couples Make

Share:

Listens: 0

Phil's Tax Hacks

Business


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