In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the importance of financial alignment between couples as they prepare for retirement. They highlight the common scenario where one partner takes on the financial planning role while the other remains uninformed, leading to potential gaps in retirement savings. The conversation emphasizes the need for regular financial check-ins, the benefits of utilizing tools like spousal IRAs, and the significance of understanding various retirement accounts. The hosts also share practical strategies for couples to maximize their retirement savings and ensure both partners are on the same page regarding their financial future. Throughout the episode, John and Sarah provide insights into how couples can effectively communicate about finances, the importance of budgeting for both needs and desires in retirement, and the necessity of updating beneficiaries on retirement accounts. They also address the emotional aspects of financial planning, encouraging couples to work together to alleviate stress and build a fulfilling retirement plan.

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Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,