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Topics:

• Why a focus on spending and budgeting is critical for a successful retirement.
• Top myths that stop people from budgeting
• 3 ways retirees overspending
• How to get on the same page with your spouse.
• How to make a budget in retirement

About the Speaker:

Rob helps busy families save more and argue less so that they can confidently accelerate toward their financial goals while maintaining the lifestyle they love. Through a collaborative process, he helps clients design a simple and flexible budgeting system while providing the support and accountability they need to make this happen.

Rob loves seeing both the financial improvement and the relationship transformation that comes from working together through the Family Budget Services process. He enjoys seeing clients have those “Aha!” moments when they realize that they can keep spending on what they enjoy and still reduce their expenses.