Ep 74: Is Your Marriage Ready for Retirement?

Retirement is not just a financial transition, it’s also relational. In this episode, Michelle interviews Dave and Diane about how they are preparing their marriage for retirement. They share the financial milestones they’ve struggled through, and the ways they are building towards the future, together.

Take a listen right here, or watch the video on YouTube!

Related Links for Marriage in Retirement

Dave and Diane recommended:

• Crown Ministries
• Dave Ramsey’s Financial Peace University
• From Strength to Strength by Arthur C Brooks
• Die With Zero by Bill Perkins

FDS Resources on Family Finances:

• Video: How to Use a 529 College Saving Plan
• Video: How to Find College Scholarships
• Podcast: Ep 22. Should I Save for My Kids College Education?
• Podcast: Ep 38. Helping Kids Make College Choices
• Podcast: Ep 36. How to Set Your Kids Up for Success
• Podcast: Ep 72. Raising Kids Who Understand Money: Age 0-12

FDS Resources on Retirement Planning:

• Article: Should I Change my Investments Before I Retire?
• Article: Leaving a Legacy by Thinking Two Generations Deep
• Video: Five Common Retirement Planning Mistakes
• Video: How to Build a Timeline for Your Retirement
• Free Guide: Two Questions We Ask Every Client Before They Retire

Timestamps

1:03 Meet Dave and Diane!

7:19 What did your finances look like when you got married?

13:38 How did you get started and set up systems?

19:31 What milestones have you encountered?

25:04 How did you start the retirement conversation?

35:12 Why does your marriage matter for your retirement?

46:21 What is your advice to build a solid foundation?

52:52 Closing Thoughts

Credits for Episode 74

Host: Michelle Smalenberger, CFP®

Guest: Dave and Diane

Executive Producer: Anna Lewis

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