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Episode 145: Resolving Financial Tension Between Couples

On the show for you today, Steve and Gabriel are discussing sources of financial stress that couples face throughout their lives and, more specifically, in retirement. They'll share ways they've helped clients better communicate and get back on the same wavelength. Then they tackle two questions from our listeners.

Resolving Financial Tension Between Couples:

Budgeting - agreeing on how much to spend

Risk tolerance - how aggressive or conservative to be with investing

Retirement age - when each spouse can or should retire

Housing - where to live in retirement

Lifestyle - how you plan to spend…

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