Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, looking at the questions every couple should ask about finances and retirement.
Here’s what we discuss in this episode:
💰 Spenders vs. Savers – Finding common ground on financial decisions
📊 Merging Finances in Retirement – Should couples combine or keep things separate?
🏡 Estate Planning Conversations – How to talk about wills, inheritances & legacy planning
👥 Supporting Family Without Sacrificing Retirement – Setting boundaries with kids & loved ones
⚠️ Why Both Spouses Need to Be Involved in Financial Planning
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Schedule a call with Ryan: https://speakwithryan.com/
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Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
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