#521 - Retirement Plan Live: Mature Marriage - Mary’s Story

If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board?

In this Retirement Plan Live, we’re getting to know Mark and Mary–two lovely people who have found each other later in life. This mature newlywed couple is trying to iron out the details of their finances.

Sit back and enjoy this episode where we meet Mary and learn about her story and the financial challenges she and Mark are facing in their new marriage. As you listen to Mark and Mary’s story maybe you can use it to frame your own retirement planning conversation.

Mary’s story

Mark and Mary had a lot in common which initially drew them to each other. They have had an easygoing relationship so far except when it comes to discussing their finances. After being single her whole life, Mary isn’t comfortable sharing their financial resources.

Listen in to hear how their conversation is going and follow along to find out how they resolve their differences and find out how you can access an agenda to frame your retirement planning conversation. Make sure you’ve signed up for the results webinar. Go to LiveWithRoger.com to register.