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Separate Accounts, Shared Future: Planning Retirement With Separate Finances

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Manage episode 496207580 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

In this episode, Phil tackles a question many couples face: how do you plan for retirement when your finances have always been separate? Maybe one of you has a pension, the other a 401(k). Maybe you split expenses or handle totally different parts of the budget. Phil explains how to make separate money work for shared goals, whether it’s a second marriage, late-in-life partnership, or just how you’ve always handled your finances.

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

💡 Why separate finances make retirement planning more complex, but not impossible

🗣️ Why communication is the foundation of any successful retirement plan

🏠 What happens when one spouse owns the house and the other holds the retirement savings

👥 How planning shifts in second marriages and blended families

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

  continue reading

289 episodes

Artwork
iconShare
 
Manage episode 496207580 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

In this episode, Phil tackles a question many couples face: how do you plan for retirement when your finances have always been separate? Maybe one of you has a pension, the other a 401(k). Maybe you split expenses or handle totally different parts of the budget. Phil explains how to make separate money work for shared goals, whether it’s a second marriage, late-in-life partnership, or just how you’ve always handled your finances.

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

💡 Why separate finances make retirement planning more complex, but not impossible

🗣️ Why communication is the foundation of any successful retirement plan

🏠 What happens when one spouse owns the house and the other holds the retirement savings

👥 How planning shifts in second marriages and blended families

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

  continue reading

289 episodes

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