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American Institute of CPAs - Personal Financial Planning (PFP)


Jan 14, 2022

Emotion can trump logic at times when making decisions and guiding clients through this may be more complex when advising a couple who is contemplating retirement. In this episode of the PFP Section podcast, Christine Moriarty with MoneyPeace answers the following questions:

  • What if couples have different ideas of what they want to do in retirement?
  • How can a couple create a “Budget” for retirement without all the information?
  • Is it best for all the income – social security to investments - to go to one account and then decide what to do with it each month?
  • When have you seen that couples have the most disagreements around money?
  • What if one person is more of a risk taker around investments than the other?

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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