#522 - Retirement Plan Live: Mature Marriage - Shared Goals

Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode.

We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement.

Your values can help you align your shared and separate goals

Mark and Mary have different values but they aren’t that different. There are many places where they overlap which can lead to shared goals in retirement.

Working through your values can help you set up your shared and separate goals. Listen in to hear how.

When was the last time you discussed your values and goals with your partner? Sign up for 6-Shot Saturday to receive our values worksheet.