How to guide couples through their retirement quandaries | PFP learning library podcast archive
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How to guide couples through their retirement quandaries | PFP learning library podcast archive

8 months ago · 14 min listen

Emotion can trump logic at times when making decisions and guiding clients through this may be more complex when advising a couple who is contemplating retirement. In this episode of the PFP Section podcast, Christine Moriarty with MoneyPeace answers the following questions:

  • What if couples have different ideas of what they want to do in retirement?

  • How can a couple create a “Budget” for retirement without all the information?

  • Is it best for all the income – social security to investments - to go to one account and then decide what to do with it each month?

  • When have you seen that couples have the most disagreements around money?

  • What if one person is more of a risk taker around investments than the other?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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