Ep. 28 - The top estate planning concern leading DIY investors to hire a fiduciary financial advisor, and what you can learn from it!

<p>Opposites attract, and this bleeds into the world of personal finance. There is a reason why the #1 cause for marital issues is related to personal finances. Well, when planning for retirement, this is no different. There&#39;s oftentimes a &quot;CFO&quot; of the household, and a &quot;Non-CFO.&quot; It varies, depending on the couple, how much the &quot;Non-CFO&quot; is involved and/or interested in the personal finances. But either way, the concern is if the &quot;Non-CFO&quot; spouse had to take over the &quot;CFO&quot; role. As we get older, we realize we aren&#39;t Superman or Superwoman. Then the question becomes, how do you equip the “Non-CFO” to minimize financial stress if and when they have to take over the “CFO” role? We&#39;ll unpack all of this, and more! I hope you find this episode to be helpful! -Kevin</p> <p><br></p>