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İçerik Ryan Cravitz tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Ryan Cravitz veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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For Couples, Retirement Planning Is A Team Sport

20:21
 
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Manage episode 443342303 series 3403932
İçerik Ryan Cravitz tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Ryan Cravitz veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Are you and your spouse on the same page when it comes to what you want in your retirement? If not, it’s time to talk. Retirement planning is a significant milestone that requires careful consideration and, more importantly, collaboration.

Many couples don’t communicate enough when it comes to money, but preparing for retirement is best done with both parties understand the goals and how they’ll get there. That’s what we want to highlight in this video so we’ll break down the importance of being a team when it comes to your financial future.

Here’s what we discuss in this episode:

0:00 – Intro

1:28 – Mailbag

3:54 – Couples with uncertainty

9:50 - How we help couples get on the same page for retirement

12:00 – Do both spouses need to be involved financially?

14:22 – Why couples benefit from an advisor

16:51 – Closing thoughts
Get more educational videos on YouTube: https://bit.ly/4b80CuY
CONNECT:

If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.

  continue reading

39 bölüm

Artwork
iconPaylaş
 
Manage episode 443342303 series 3403932
İçerik Ryan Cravitz tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Ryan Cravitz veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Are you and your spouse on the same page when it comes to what you want in your retirement? If not, it’s time to talk. Retirement planning is a significant milestone that requires careful consideration and, more importantly, collaboration.

Many couples don’t communicate enough when it comes to money, but preparing for retirement is best done with both parties understand the goals and how they’ll get there. That’s what we want to highlight in this video so we’ll break down the importance of being a team when it comes to your financial future.

Here’s what we discuss in this episode:

0:00 – Intro

1:28 – Mailbag

3:54 – Couples with uncertainty

9:50 - How we help couples get on the same page for retirement

12:00 – Do both spouses need to be involved financially?

14:22 – Why couples benefit from an advisor

16:51 – Closing thoughts
Get more educational videos on YouTube: https://bit.ly/4b80CuY
CONNECT:

If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.

  continue reading

39 bölüm

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