3 Mistakes to Avoid Planning for Retirement as a Couple

In This Video:

You want to make sure you’ve done all you can to help put yourself in the best position possible in retirement and that means avoiding three common mistakes when planning with your spouse or partner.

Things to Consider:

Today we want to share with you three common mistakes to avoid as a married couple planning for retirement.

Each of these mistakes could throw off your goals, but they could also trigger unnecessary stress, leave you feeling unfulfilled in retirement, and potentially cost you thousands in lifetime retirement income. That’s not where you want to be after years of hard work so we want to help make sure you’re aware of these common missteps.

For each of these three, we’ll cover the mistake by discussing ways to potentially avoid it and share some tips to help maximize your retirement income.

Here’s what we cover in this financial video:

0:00 Intro

0:56 Mistake #1: Not talking about what you want to do in retirement.

4:40Mistake #2: Not coordinating your retirement accounts

9:55Mistake #3: Not coordinating your Social Security claiming strategy with each other.


Get Your Free Guide to Unlock Hidden Tax Savings Opportunities: https://lifemoneyshow.com/taxes/


Want to learn more about financial and retirement planning? Please subscribe to our channel and you won’t miss a video ➟ https://bit.ly/3tcS3vn