Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. In this show, we’ll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. Scott shares insights on how to navigate disagreements, the common issues couples face, and practical steps to ensure both partners are aligned.

Here’s what we cover in this episode:

0:00 – Intro

2:28 – Why you should work together

6:20 – Handling disagreements

9:40 – Healthcare costs

11:11 – Steps to take

Want to connect with us?

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913-393-4724

Watch the show on YouTube: https://bit.ly/3RiT7Ky

Planning for retirement involves many crucial decisions, one of which is determining the best order to withdraw from your retirement accounts. Traditional advice often suggests a sequential approach- pulling money out of one type of account completely before moving to the next. But is this really the best strategy for everyone?

Tune in as Sean shares some key factors to consider when deciding the best approach for your retirement planning.

Here’s some of what we discuss in this episode:

• Why Sean doesn’t believe a sequential withdrawal approach is best
• How different withdrawal strategies can affect your tax liabilities and Medicare premiums
• What does it mean to simultaneously pull money out of your accounts?
• Working with a professional to customize your withdrawal strategy

For more, visit us online at https://retirementelevatedpodcast.com/