The Retirement Spousal Approach MoneyMattersUSA® With Fred Saide podcast

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Indhold leveret af Broadcasting Experts, LLC and Fred Saide. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Broadcasting Experts, LLC and Fred Saide eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

MoneyMattersUSA® with Fred Saide « »
The Retirement Spousal Approach

2M ago 45:20

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Indhold leveret af Broadcasting Experts, LLC and Fred Saide. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Broadcasting Experts, LLC and Fred Saide eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Fred Saide discusses the importance of communication and agreement between spouses when it comes to financial planning for retirement. He emphasizes the need for both spouses to be involved in financial discussions and decisions, even if there is a division of labor in managing finances. Fred also highlights the importance of discussing and agreeing on goals, such as charitable giving, travel plans, and spending objectives. He advises couples to work with a financial advisor who can serve as a coordinator and help navigate the complexities of retirement planning. Fred also discusses the impact of fees and hidden costs on investment portfolios and the need for regular reviews and updates to investment strategies.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

… continue reading

100 episoder

Artwork

The Retirement Spousal Approach

MoneyMattersUSA® with Fred Saide

published 2M ago

Del

MP3•Episode hjem

Indhold leveret af Broadcasting Experts, LLC and Fred Saide. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Broadcasting Experts, LLC and Fred Saide eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Fred Saide discusses the importance of communication and agreement between spouses when it comes to financial planning for retirement. He emphasizes the need for both spouses to be involved in financial discussions and decisions, even if there is a division of labor in managing finances. Fred also highlights the importance of discussing and agreeing on goals, such as charitable giving, travel plans, and spending objectives. He advises couples to work with a financial advisor who can serve as a coordinator and help navigate the complexities of retirement planning. Fred also discusses the impact of fees and hidden costs on investment portfolios and the need for regular reviews and updates to investment strategies.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

… continue reading

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