Splitting the Check: Part 4 - Planning for Retirement

About this episode

The episode discusses aligning financial goals and planning for retirement with a partner, addressing communication and sustainability in financial decisions.

Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, hosts Grant Gallagher and Shawn Lubitz discuss how to align financial goals and plan for retirement with a partner. Topics include establishing regular financial check-ins, bridging different goals and communication styles, and setting yourselves up for success as a team. Following the main discussion, the team addresses a question from the member mailbag. Grant pulls the following submission: As my New Year’s resolution, I significantly increased the monthly contribution to my retirement account. I feel like I’m finally getting ahead of my financial goals - but I’m miserable! I had to cut most forms of entertainment out of my life. I’m not traveling to see family or getting drinks with friends. How do I turn this resolution into something more sustainable? I’m willing to sacrifice to safeguard my future, but I don’t want to totally ruin my life in the meantime Grant concludes the discussion by highlighting Affinity’s Certified Wellbeing Coaches . Trained to provide members with the best possible support, they can help you get your financial plans back on track. Schedule an appointment…

People in this episode

Hosts: Grant Gallagher, Shawn Lubitz

Topics covered

• retirement planning
• financial goals
• communication styles
• financial check-ins
• sustainability in finances

Keywords

• retirement
• financial planning
• goals
• communication
• sustainability
• check-ins
• wellbeing

Mentioned in this episode

Organizations: Affinity Federal Credit Union

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