Ep 74: Is Your Marriage Ready for Retirement?

by Financial Design Studio, Inc. / May 14, 2026

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:

FDS Resources on Family Finances:

FDS Resources on Retirement Planning:

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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