Encouraging Your Spouse To Get Involved In The Financial Plan

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