Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Ep 105: Financial Mistakes Couples Make
20 minutes Posted Oct 7, 2021 at 9:00 am.
– The many hats Phil wears
– The Pension spousal benefit option
– Social Security strategy
– Plans for retirement
– Coordinating individual accounts
– Risk conversation
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Show notes
Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team.
 
Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-105-financial-planning-as-a-couple/
 
What we discuss today: