Getting Your Spouse Involved in Planning

TaylorMade Retirement with Taylor Demars, CFP® · Apr 16, 2026 · 13m · transcript

We got a great question from a listener: “How do I get my spouse more involved in our retirement planning?” It’s a common challenge, and usually not about understanding the numbers, but about interest and engagement. The goal isn’t to turn your partner into a financial expert; it’s to get aligned on what actually matters. Taylor walks through a better way to approach the conversation so both of you feel confident, informed, and on the same page.

Here’s what we discuss in today’s show:

🎯 Spouse Involvement: One partner often leads, but both should be included

🧭 Start with Purpose: Build the…