In this episode of the Modern Husbands Podcast, we discuss how the common challenges couples encounter when planning for retirement together and how they can be addressed, among other essential topics to help married couples realize their retirement dreams.
Questions Addressed
0:00:00 Introduction
0:01:30 How can listeners know whether or not their financial planner is putting their interests ahead of their own?
0:07:50 We keep seeing influencers on social media tell us that 401ks are a scam and we should invest for retirement using IULs and Whole Life Cash Value Policies. What are they talking about?
0:14:10 What legal and estate planning considerations should married couples keep in mind as they prepare for retirement? For example, what are the differences between a living trust and a will, and when does a living trust make the most sense for married couples?
0:20:34 What are some common challenges couples may encounter when planning for retirement together, and how can they be addressed?
0:24:57 What resources or professional guidance are available to help married couples navigate the complexities of retirement planning?
0:29:21 Where can listeners go to learn more about you?
0:32:00 What is one simple and actionable piece of advice you want to share with listeners over today’s topic?
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Episode Resources
Feraud Calixte, CFP® on LinkedIn
National Association of Personal Financial Advisors Website
Feraud on Twitter