No matter how you look at it, money matters. If you are married, you must play a role in all significant financial decisions. This idea causes many married couples to stray from investing in annuities because they’re too afraid of the outcome. They think annuities would just drain their lifetime savings. After all, allowing another person to manage your wealth exclusively is, in most instances, a recipe for disaster.

But the bottom line here is that husbands, wives, and annuities don’t have anything to do with annuities. It concerns how you and your spouse strategically plan for retirement. And there are several reasons for making retirement and income planning a joint affair.

What You’ll Learn From This Episode:

[6:32] Bryan’s observation when it comes to married couples and income planning

[10:35] When you step into somebody’s area of expertise, you have to listen to them, and many of those things translate to retirement planning.

[10:47] On a reasonably regular basis, Bryan run into married couples who can’t necessarily agree on the correct path to retirement.

[11:06] Husbands often run the business, and wives handle the finances, and sometimes the husbands who run the business don’t know how the business’s financial system works.

[12:53] When you’re so focused on finances throughout your saving career. A lot of the things that you learn become irrelevant when you retire.

[13:10] When you go through retirement, you need to unlearn many things you’ve learned.

[14:36] Many people do not purchase annuities because their husbands and wives must agree on an appropriate path.

[16:55] Protection is critical, and growth is essential, but there’s a careful balance between the two.

Key Quotes:

[7:37] “Sometimes, it’s hard for husbands and wives to communicate their passions to each other differently.”

[12:34] The less experienced person is more malleable.

[15:38] If you want to be successful, you have to humble yourself.

Resources:

Annuity Newsletter
Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com