Phil’s Tax Hacks

Ep 105: Financial Mistakes Couples Make

October 7, 2021

Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team.

 

Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-105-financial-planning-as-a-couple/

 

What we discuss today: 

0:55 – The many hats Phil wears

2:03 – The Pension spousal benefit option

4:26 – Social Security strategy 

6:35 – Plans for retirement

10:23 – Coordinating individual accounts

15:33 – Risk conversation