Aligning retirement with your partner
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 4 March 2020
⏱️ 24 minutes
🧾️ Download transcript
Summary
Planning a retirement is complex enough when there's only one of you, but if you're in a long-term relationship and you're planning this together, there are even more variables you need to consider, and that's the topic for this week's show…
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast you put your finances in order. |
| 0:17.0 | My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. |
| 0:23.6 | I'm here to help you make sense of money. |
| 0:25.6 | Here we go. Great to have you with me once again. Now episode 5 of season 16 and this |
| 0:39.6 | season is being incredibly well received I have to say so thank you for all your kind words in the Facebook group and in iTunes reviews and all that sort of stuff. I'm really glad it's hitting a chord with you. |
| 0:50.0 | Hitting a chord? Do you know you hit a nerve and strike a chord anyway, whichever |
| 0:54.7 | I'm glad it's working out for you. Now planning a retirement is complex enough |
| 1:00.0 | when there's only one of you but if you're in the long-term relationship and you know if you're |
| 1:04.7 | planning to stay together for the long term and you're going to need to plan your retirement |
| 1:10.1 | together and if that's a case then there are even more variables that you need to |
| 1:13.3 | consider but really it's about how you approach it that's what we want to talk |
| 1:17.0 | about in today's show so after we've done that good reader review that's been left |
| 1:20.8 | and now that's what we're going to be talking about next time all the |
| 1:22.9 | usual stuff but as you know by now before any of that remember this podcast |
| 1:26.6 | continues to be brought to you with the help of my good friends at 7 |
| 1:29.1 | investment management they've been helping me out here supporting the podcast and the videos and all the stuff that we're doing here on meaningful money since the spring of 2011 which is just amazing. |
| 1:39.0 | So please do check out what they're up to, say thank you to them on my behalf and on your behalf because they make |
| 1:43.8 | this possible check them out at 7.m. dot code at UK that's the number 7 i.m. dot kutet uk. |
| 1:50.4 | go check them out. Okay we spent the last two weeks gathering information on our existing financial position, |
| 1:58.0 | working out last week how best to position the pieces in readiness for retirement. |
| 2:03.7 | Now we need to add our partner stuff into the mix |
| 2:06.8 | and specifically understand how to work together |
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