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How do you manage a joint cash flow with separate assets? In addition to discussing Mark and Mary\\u2019s situation, today I chat with Kay about how she and her husband handled finances with their late in life marriage.

Kay gives us some insight on how to manage finances in a financially unbalanced relationship. You\\u2019ll appreciate her perspective on how to manage the household cash flow when you haven\\u2019t always been married.

Make sure to stick around to hear an update from Sam, our single Retirement Plan Live case study from 2018. She\\u2019ll let us know how she\\u2019s been doing, what has surprised her about retirement, and whether her retirement plan has changed.\\xa0

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

RETIREMENT PLAN LIVE

• [6:40] A comment about this RPL
• [8:12] How to discuss uncomfortable topics with your partner
• [13:56] Some examples of how separate assets can work
• [19:03] Chatting with Kay about her relationship and prenup
• [25:14] How they managed cash flow after they married
• [31:40] How they navigated the financial challenges in their marriage

CATCHING UP WITH SAM FROM THE 2018 RETIREMENT PLAN LIVE

• [34:18] What Sam has been up to since we last chatted
• [38:01] How she has dealt with the ups and downs of the markets
• [42:26] Does her retirement plan look the same?
• [44:41] What has surprised her about retirement

TODAY\\u2019S SMART SPRINT SEGMENT

• [50:24] Think about how you will manage your cash flow in retirement

Resources Mentioned In This Episode

2018 Retirement Plan Live with Sam 219, 220, 221, 222, 223

Rock Retirement Club

Roger\\u2019s YouTube Channel - Roger That

BOOK - Rock Retirement \\xa0by Roger Whitney

Roger\\u2019s Retirement Learning Center