The word retirement conjures up a lot of different feelings – some spouses are scared and some have a true sense of excitement when they talk about it. Your money relationship touches every part of your life together and that’s especially true when it comes to planning for retirement.
Your plans will likely involve some changes in how you save and spend money, as well as some solid conversations about what you want your future to look like. By developing stronger money communication skills, the two of you can tackle the retirement decisions where money is involved (which is in most, we might add)!! We want you to think “happy thoughts” when you and your spouse talk about retirement. Here are three tips to make your retirement all you want it to be, we use the acronym FUN:
- F: Find your number – Find the number or amount of money you need to save to reach your retirement goal. Grab your retirement plan statements and [more…]
- U: Understand each other’s needs and dreams – Many couples struggle with where to start so they don’t do anything. The topics you choose to talk about [more…]
- N: No excuses!!! – Consider each other’s Money Personalities as you go in to your retirement discussions!! We all have expectations of what retirement will look like. [more…]
Read the Complete Money Couple Minute here.
Make it Happen!
The Money Couple
Scott & Bethany Palmer
Click here to get your Money Relationship Retirement Checklist!