Greg and Kristin dive into the emotional and practical side of money in marriage by sharing personal stories, real client experiences, and the hard truth about what happens when financial transparency breaks down. From hidden credit card debt to mismatched risk tolerance, they explain why communication is critical—especially as retirement approaches. Because once you stop earning paychecks and start creating your own income, financial secrets don’t just hurt feelings… they can derail the plan.
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The Legacy You Leave: Estate Planning, Roth Conversions & Passing Down More Than Money
10:36

How Much Do You Need to Retire on $100,000 a Year?
10:45

Love, Retirement & Second Chances: The Money Talk Every Couple Needs
12:26