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Retirement Basics: What Every Spouse Should Know
36:23
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2025/4/2
Retirement Answer Man
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Chapters
Starting a Month-Long Series on Retirement Basics
What Every Spouse Should Know About Their Retirement Plan?
Delegating Responsibilities in Retirement Planning
The Pressure of Being the Retirement Planner in a Couple
Volunteering Experience for Tax Aide
Spousal Participation in Retirement Planner Meetings
The Four Initial Meetings for Building a Retirement Plan
How Often Should the Non-Planner Spouse Participate in Planner Meetings?
Tips for the Planner Spouse to Create a Productive Meeting
Risks for the Financial Manager Spouse
What Should Non-Financial Manager Spouses Do?
What Non-Financial Manager Spouses Should Know
What Should Your Advisor Do If You Are Working with One?
WEP and GPO Changes Causing Confusion with Social Security Recipients
Challenges of Decumulation and Overcoming Frugal Habits
Dog-Sitting in Retirement
Review Time-Sensitive Action Items for April
Excerpt from Roger's Grandfather's WWII Journal
Shownotes
Transcript
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