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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Encouraging Your Spouse To Get Involved In The Financial Plan
Manage episode 448935504 series 3512330
Contenido proporcionado por Frank Oliver. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Frank Oliver o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being informed about their finances.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:00 – Strategies
4:40 – The Five Simple Steps guide
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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