Couple Retirement Planning: Why One Number Will Fail You Both

Send us Fan Mail Two lives, one retirement plan — and that's exactly where high-net-worth couples go wrong. If you and your spouse are treating your retirement as a single financial event, you may be leaving serious money on the table or walking into a tax nightmare you never saw coming.

In this episode, we break down why using one combined number in your retirement planning is a costly oversimplification — especially when you have $1 million or more in investable assets. From staggered reti...