Building a Dream Marriage in Retirement

Welcome to the Modern Husbands podcast, where any combination of Dr. Ross, Christian Scherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team.

Today we welcome Dr. Preston Cherry. Dr. Cherry holds a Ph.D. in Personal Financial Planning. He is an Accredited Financial Counselor AFC®, Certified Financial Therapist CFT-I™, and Certified Financial Planner CFP®. In 2021 & 2022, he was recognized as one of Investopedia’s 100 Top Financial Advisors.

Today we will discuss how younger and middle aged spouses can work together to build a dream marriage in retirement. Enjoy the show.

Show Notes

0:00:00 Introduction
0:00:52 Dr. Cherry recently married, and shares a bit about his first few months of marriage.
0:05:21 Understanding and embracing cultural, faith, family differences between spouses.
0:07:25 The most important financial lessons about transitioning into marriage.
0:09:56 The psychological obstacles Dr. Cherry sees that most often stand in the way of couples investing enough for retirement.
0:18:52 Strategies couples can use to work through the obstacles to invest enough for retirement.
0:25:33 Essential investing retirement plan fundamentals some couples miss.
0:30:36 A critical reframe of the 401k match.
0:33:05 The emotional HSA

Learn more about Dr. Preston

https://www.concurrentfp.com/ 

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Chapters

• 0:00 Introduction
• 0:52 Dr. Cherry recently married, and shares a bit about his first few months of marriage.
• 5:21 Understanding and embracing cultural, faith, family differences between spouses.
• 7:25 The most important financial lessons listeners about transitioning into marriage.
• 9:56 The psychological obstacles Dr. Cherry sees that most often stand in the way of couples investing enough for retirement.
• 18:52 Strategies couples can use to work through the obstacles to invest enough for retirement.
• 25:33 Essential investing retirement plan fundamentals some couples miss.
• 30:36 A critical reframe of the 401k match.
• 33:05 The emotional HSA