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Kandungan disediakan oleh Broadcasting Experts, LLC and Fred Saide. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Broadcasting Experts, LLC and Fred Saide atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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The Retirement Spousal Approach

45:20
 
Kongsi
 

Manage episode 413450034 series 2965563
Kandungan disediakan oleh Broadcasting Experts, LLC and Fred Saide. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Broadcasting Experts, LLC and Fred Saide atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, Fred Saide discusses the importance of communication and agreement between spouses when it comes to financial planning for retirement. He emphasizes the need for both spouses to be involved in financial discussions and decisions, even if there is a division of labor in managing finances. Fred also highlights the importance of discussing and agreeing on goals, such as charitable giving, travel plans, and spending objectives. He advises couples to work with a financial advisor who can serve as a coordinator and help navigate the complexities of retirement planning. Fred also discusses the impact of fees and hidden costs on investment portfolios and the need for regular reviews and updates to investment strategies.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

101 episod

Artwork
iconKongsi
 
Manage episode 413450034 series 2965563
Kandungan disediakan oleh Broadcasting Experts, LLC and Fred Saide. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Broadcasting Experts, LLC and Fred Saide atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, Fred Saide discusses the importance of communication and agreement between spouses when it comes to financial planning for retirement. He emphasizes the need for both spouses to be involved in financial discussions and decisions, even if there is a division of labor in managing finances. Fred also highlights the importance of discussing and agreeing on goals, such as charitable giving, travel plans, and spending objectives. He advises couples to work with a financial advisor who can serve as a coordinator and help navigate the complexities of retirement planning. Fred also discusses the impact of fees and hidden costs on investment portfolios and the need for regular reviews and updates to investment strategies.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

101 episod

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