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Top 5 Financial Mistakes Couples Make Before Retirement

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Top 5 Financial Mistakes Couples Make Before Retirement

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The mistakes that derail retirement rarely happen in retirement — they happen in the years before it. In this episode, Jeff breaks down the five most common financial mistakes couples make before they stop working: misaligned expectations, single-earner savings gaps, poorly timed Social Security claims, underestimated healthcare costs, and the absence of a real budget. Each mistake comes with a clear, actionable fix — because catching these gaps early is infinitely easier than correcting them later. Whether you're ten years from retirement or thirty, this episode is for you and your partner.

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