Ready, Set, Retire!Ready, Set, Retire!
Clean

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

View descriptionShare

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 MediaFacebook I  LinkedIn I Instagram I YouTube 

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to prote 
Social links
Follow podcast
Recent clips
Browse 233 clip(s)