How Can Couples Plan for Retirement When They Disagree About Money?

What if you’re afraid of losing money in retirement, but your spouse is comfortable taking investment risks? How much should you keep in cash—and how do you build a retirement plan that works for both of you?

Greg and Kristen Taylor of Legacy Retirement Group in Columbus, Ohio, explore retirement planning for couples with different spending habits, financial fears, and risk tolerance. Through a real client story and their own married-life banter, they explain how reliable retirement income, cash reserves, and investments can work together to support shared goals.

Learn how to talk through money disagreements, understand what helps each spouse feel secure, and plan for a retirement you can both enjoy.

Have questions about your own retirement plan? Visit LegacyRetirementGroup.com.

See omnystudio.com/listener for privacy information.