A lot of times with couples, one spouse is significantly more involved in financial decision-making than the other. Is this okay or is it important to get both spouses involved and informed on the family’s financial picture?
Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being informed about their finances.
Tune in to discover strategies for fostering financial collaboration and explore resources like the 'Five Simple Steps to a Successful Retirement' guide to help plan for a secure future.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:00 – Strategies
4:40 – The Five Simple Steps guide
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