Dishes Top Three Tips for Discussing Retirement with a Spouse

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Immediately after the September 25th release of a CNN Money article by Kerri Anne Renzulli entitled, “How to Talk to Your Spouse About Retirement,” commended the author for addressing a challenging topic. Jonas Insurance Advisors added some recommendations of their own for tackling such a conversation.

Today, published their list of the top three tips for how to discuss retirement plans with one’s spouse. Their recommendations came just after the publication of the September 25th, CNN Money article “How to Talk to Your Spouse About Retirement,” (by Kerri Anne Renzulli) about why it’s important to discuss visions for retirement with a spouse.

In Renzulli’s CNN article, she reported that only 38% of couples today are planning their retirement together, and according to a Hearts & Wallets study done this year nearly 2/3’s of couples do not agree on when they will each stop working. On top of that, the article stated that nearly 33% of couples also do not agree on where they will live in retirement.

Recognizing the importance of discussing retirement with one’s spouse, released their top three tips on how to tackle this challenging conversation:

1. Listen to each other – It’s easy to get wrapped up in one’s own desires and priorities, making complete focus and attention on what somebody else is sharing about their wants impossible. But insists that listening intently to one another is the best course of action. The advising team stated that when one really listens, one can truly duplicate, and it is in a couple’s ability to duplicate and understand each other’s goals which will make them successful in achieving them.

2. Start early and talk often – Planning for retirement isn’t a “one talk” type of discussion. recommends that couples being talking about retirement ideally a decade or more before actually retiring, and have ongoing conversations each year about changes. They also advised checking a retirement calendar at least once per year, to ensure that goals and finances are still on track.

3. Be realistic and sensitive – Couples might find that they don’t completely agree on what they want their retirement to look like. But it’s important to be realistic about goals and also sensitive to what each other is envisioning. stated that most couples in this stage of the game know that marriage is all about compromise, and retirement is no different.

There are many areas of retirement that need to be discussed well in advance, and encourages couples to sit down early and begin conversing. For couples that are interested in learning more about life insurance with no medical exam in their preparations for retirement, offers as wonderful resource.

About is a website that prides itself in helping families with money management and offering sound advice on personal finance matters.

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