Retirement Planning For Couples

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Retirement Planning For Couples. Schedule Your FREE Retirement Assessment Today https://www.theoremwm.com/start-here • Make Retirement Planning Easier ➡️ Subscribe Now: / @thinkretirement • Download Our Retirement Toolkit: https://www.theoremwm.com/retirement-... • Retirement planning for one person can be complicated, but retirement planning for couples adds complexity. In this episode of the Retire Once Show, we discuss tips for making retirement planning easier for couples. From having different retirement goals to different investment philosophies, the one thing that can help is good communication. Working with a professional financial advisor can also help bridge the gap between a couple's differences when managing their investments and retirement plan. • Submit questions to the show at [email protected] • Johnathan Rankin CRPC® CEPA®, Founder CEO • Melissa Rankin - Wealth Management Advisor • Theorem Wealth Management, Financial Advisor Dallas Texas • Retire Once Show - 2022 Retirement Podcast Series • ----------------------- • CHAPTERS • 0:00 - Introduction • 0:25 - Market Update • 3:25 - Communication - Retirement Goals • 6:41 - Communication - Financial Experience • 10:32 - Communication - Investment Philosophy • 14:17 - Perspective - My Money vs. Our Money • 17:17 - Perspective - Joint Life Expectancy • ----------------------- • 🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-... • 👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here • 😁 [REACH OUT ON FACEBOOK] / theoremwm • ➡️ [CONNECT WITH ME ON LINKEDIN] / johnathan-rankin-crpc%c2%ae-cepa%c2%ae-4a9... • 🌐[HOMEPAGE] https://www.theoremwm.com/ • 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once... • ----------------------- • POPULAR RETIREMENT VIDEOS • How rising interest rates affect retirement plans: • Відео • All About Roth Accounts - Roth Conversions, Roth IRAs Roth 401(k)s: • Roth IRA Explained - Everything You N... • Retirement During A Recession: Are you Prepared?: • Retirement During A Recession: Are yo... • ----------------------- • #TheoremWealthManagement #RetireOnce #RetirementPodcast • Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. • Music • Song: Can't Get Over • Artist: Ballpoint/Epidemic Sound

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