Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In

Money is one of the most common sources of tension in marriage, especially when retirement is around the corner. In this episode of Protect Your Assets , David Hollander shares the story of Jim and Francine, a couple weighing whether to remodel their kitchen or step into retirement. Hear how they learned to align their goals, rebuild communication after past market losses, and develop a plan that reflects both partners' priorities. David also discusses how the Big, Beautiful Bill may influence taxes and trusts, along with a market update and practical portfolio considerations for year-end. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: Liberty Group website: Attend an event: Schedule a complimentary 15-minute consultation:

You can listen to Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In online on Radio and Podcast. Open the player on this page to stream the available audio.

Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In is an episode from Protect Your Assets by Mari.

This episode is 39:02 long.

This episode was published on Oct 20, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Protect Your Assets when more episodes are available from the podcast feed.