Same Bank Account, Different Feelings: Money & Marriage in Retirement

Why doesn't "you're on track" always feel like enough? For a lot of couples, a financial plan can look great on paper, but the worry still doesn't go away. This is especially true when one partner is ready to spend, and the other can't stop saving. In this episode of The Financial Symmetry Show, Christian Polanco sits down with financial therapist Jillian Knight to talk through what's really going on underneath money disagreements in retirement: -Identity and purpose after a career ends -The hard shift from saving to spending -How to handle supporting adult kids without derailing your own plan We also cover the questions that help couples finally get on the same page. Interested in more like this? Visit FinancialSymmetry.com. Find more from Jillian Knight at FinancialTherapistJillian.com. ► Show Notes: https://www.financialsymmetry.com/und... ► Download Our Retire On Purpose Ebook: https://www.financialsymmetry.com/res... ► Subscribe to our Channel: https://bit.ly/3c8zk9I [06:41] Adjusting to life after retirement [10:45] Preparing for a smooth retirement transition [12:35] Balancing work and family life [17:37] Why do couples struggle to spend more even when their plan looks amazing? [20:52] Balancing present spending and saving [26:38] Balancing financial support for family [33:05] Financial marriage counseling roadblocks [37:29] Retirement dreams and concerns Financial Symmetry is a Registered Investment Advisor in Raleigh, NC. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and financial advisors for advice specific to your situation. #retirementplanning #moneyandmarriage #financialtherapy #couplesandmoney #financialplanning #retirement #FinancialSymmetry