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Leave a Plan, Not a Puzzle: When One Partner Handles the Finances
In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and RFS Advice adviser and shareholder Brooke Riewoldt to discuss a common issue for couples: what happens when one person manages most of the household finances? They explain why both partners need a broad understanding of their income, expenses, bank accounts, assets, financial structures, estate planning documents and key professional contacts, even if only one person handles the day-to-day details. The conversation explores how preparation can reduce stress and confusion following death, illness…
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