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For many couples, the shift to retirement or an empty nest is everything they hoped for. But when unspoken expectations don’t align, it can be jarring. Learn how clients can share their individual visions ahead of time to help ensure a smooth transition.

A couple’s guide to aligning your individual visions for retirement

Many couples nearing a transitional period later in life, including those retiring or becoming empty nesters, anticipate the idyllic life depicted in glossy retirement brochures: Couples are living a stress-free life; they’re fit, youthful, and enjoying all their favorite things. It’s literally a picture-perfect chapter of life. 

For many couples, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never expressed it. 

So how can your clients know which category they'll be in, and what can they do about it?

 

Learn: 

  • What happens when couples don’t discuss their retirement expectations
  • How couples can have a productive conversation about their individual visions 
  • How couples can align their visions for a more successful transition

 

 


 

Featured Expert

Kristy L. Archuleta

Kristy  is an associate professor in the University of Georgia’s College of Family and Consumer Sciences. Dr. Archuleta’s research relates to the area of financial therapy and includes dyadic processes influencing financial satisfaction and marital satisfaction. Dr. Archuleta is a past president of the Financial Therapy Association.

 

Resource icon Resources for Financial Professionals

White Paper

Workbook

Presentation

Click here to order materials >

Next Steps

1 Download the client white paper below
2 Ask clients if they’ve discussed their retirement visions with one another
3 Encourage clients to complete the worksheet individually, and share their answers with one another


Order Now >

Kristy L. Archuleta, Ph.D., LMFT, is not affiliated with Hartford Funds.

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