Awkward Money
Conversations: Couples &
Retirement
Episode 169
In today’s episode, I chatted with Dr. Amy, a frequent guest on the show. We discuss how couples approaching retirement tend to avoid talking about these major life transitions, and how to break money silence, even if it’s a tad uncomfortable to do so.
Dr. Amy is the founder of Life Transitions by Dr. Amy and the proud sponsor of the Awkward Money Conversations Series. Her firm provides training for advisors and clients, and she has a book coming out on essential conversations in 2023.
Listen to this podcast and discover:
- Why couples avoid talking about retirement and how it hurts them
- Key areas to consider when planning for this next phase of life
- How to invite a reluctant spouse to break money silence with you
- Why it’s okay if your partner doesn’t have all the answers right away
- How a neutral third party may be able to help
Want to Connect with Dr. Amy? Here’s how:
- Life Transitions by Dr. Amy
- Facebook: Life Transitions by Dr. Amy
- Twitter: @dramydaprix
- LinkedIn: Life Transitions by Dr. Amy
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A special thank you to our episode sponsor, Life Transitions by Dr. Amy.
This episode is sponsored by Life Transitions by Dr. Amy. When it comes to life’s changes, there are two types of people: those experiencing the change and the professionals advising them. Life Transitions by Dr. Amy walks beside both, helping financial professionals and individuals navigate more gracefully through any life change. To find out more, click here.
Our Sponsor’s Special Offer for Advisors: 20% off our listeners’ choice of Dr. Amy’s Advisor Programs with the discount code of DrAmy20.
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