When One Person Handles the Money—and Why That’s a Problem

From Ready, Set, Retire! by Steve Anzuoni

March 24, 2026 · 18 min

About this episode

Steve Anzuoni discusses the risks of having one partner manage finances in a relationship and the importance of shared financial awareness.

One simple habit could quietly unravel a retirement plan—and most couples don’t realize it until it’s too late. Steve Anzuoni unpacks why treating one partner as “the money person” creates unnecessary risk, especially when life changes fast. The conversation moves through shared financial awareness, Social Security realities, income gaps, common retirement myths, and how different “buckets” of money shape long-term stability. Along the way, they ground big financial ideas in real-life stories that highlight why understanding the full picture matters long before retirement arrives. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book  -  Tee Up Your Retirement!  Social Media :  Facebook  I   LinkedIn  I  Instagram  I  YouTube  See omnystudio.com/listener for privacy information.

People in this episode

Host: Steve Anzuoni

Topics covered

financial awareness
retirement planning
couples finance
Social Security
income gaps
retirement myths

Keywords

retirement
financial planning
couples
money management
Social Security
income gaps
retirement myths

Mentioned in this episode

Books & works: Tee Up Your Retirement!