The Retirement JourneyThe Retirement Journey

Four Financial Talks Every Couple Needs Before Retirement

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What if the most important conversations in your relationship are the ones you’ve been avoiding? In this episode, Edgar Torres breaks down the four essential money talks every couple should have – especially in retirement. From navigating different spending styles to balancing risk, creating a backup plan, and ensuring both partners understand the long‑term financial picture, Edgar shares practical ways to strengthen communication and reduce confusion during life’s most challenging moments. He also explains why many surviving spouses feel disconnected from their advisor and how couples can stay equally engaged. This conversation brings clarity, empathy, and a fresh perspective to building a unified financial future.

Whether you have questions, need assistance, or want to explore how we can help you achieve your financial goals, we’re here to listen and help provide the support you need. Click here to schedule appointment or call 512-710-5516

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The Retirement Journey

Welcome to ‘The Retirement Journey,’ featuring Edgar Torres of Bloom Financial Private Wealth Manage 
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