Blue Collar Wealth

In this episode of Blue Collar Wealth presented by Stone House®, join Bob Brown, CFP®, as he tackles a topic that most couples will eventually face: retirement.  

Retirement planning is hard enough on your own—when you add two different personalities, goals, and financial habits into the mix, things can get even more complicated. But with the right approach, it doesn’t have to be. 

One of the most powerful tools couples have is flexibility. Coordinating Social Security claiming strategies, balancing taxable and tax-free accounts, and timing withdrawals from pensions and IRAs can all make a huge impact on your long-term financial health. And understanding your tax brackets each year? That’s key to making your money last. 

 At the end of the day, retirement is about creating a life you both love.

At Stone House, we specialize in helping our clients build financial security and that priceless peace of mind that allows for greater happiness in retirement. Request an appointment with a Stone House Advisor to get started.    

Thanks for watching!