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Getting on. the Same Page

Getting on. the Same Page

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In this episode of "Wealth Over Taxes," hosts Kevin Sullivan and Chip Detty discuss the importance of financial synchronization between partners, especially regarding retirement savings. They highlight the common scenario where one spouse is more financially engaged than the other, leading to potential gaps in retirement preparedness. The conversation emphasizes the need for regular financial check-ins and education for both partners to ensure a unified approach to retirement planning. They also delve into practical strategies for couples to maximize their retirement savings, including the benefits of spousal IRAs and the significance of understanding risk tolerance in investment decisions.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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