American Institute Of Cpas - Personal Financial Planning (pfp)

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.  Listen to Bringing together couples and their money and How emotions affect financial decisions This epi