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Planning For Retirement With Separate Finances
Manage episode 497520118 series 3650791
A listener wrote in with a question that many couples might relate to: “How do we plan for retirement when we don’t share accounts and don’t even know each other’s spending habits?” In this episode, Dennis walks through what it looks like to plan for the future when your finances aren’t fully merged, and how couples can find clarity even when they’re working from two different spreadsheets.
Here’s some of what we discuss in this episode:
🤝 How to coordinate without merging accounts
⚠️ The risks of financial siloing
🏡 The “his, hers, and household” account strategy
🧠 Why financial transparency is so important
Our website: https://www.401k.faith
Phone: (513) 898-1897
Contact our team: https://www.faith401kmgmt.com/contact_us/
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Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/
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Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/
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