Couple Retirement Planning: Why One Number Will Fail You Both

Podcast: 1715 Treasure Coast Financial Wellness with Thomas Davies · Davies Wealth Management

Opublikowano: 2026-09-04

Send us Fan Mail Two lives, one retirement plan — and that's exactly where high-net-worth couples go wrong. If you and your spouse are treating your retirement as a single financial event, you may be leaving serious money on the table or walking into a tax nightmare you never saw coming. In this episode, we break down why using one combined number in your retirement planning is a costly oversimplification — especially when you have $1 million or more in investable assets. From staggered retirement dates and Social Security timing to healthcare costs and wealth management strategies that work for two dist...