Summary: Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, 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 talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI221.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.
