Planning for Retirement When You Marry Later in Life
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Planning for Retirement When You Marry Later in Life
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Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
Considering marriage in your 50s or 60s? While it's a time for new beginnings and happiness, it can also introduce unique financial challenges. In this episode, Lee shares expert insights on navigating retirement planning when two lives- and two sets of finances- come together. Discover how honest conversations today can strengthen your relationship and ensure your legacy for the future.
Here’s what we discuss in today’s show:
💍 Remarriage & Retirement: blending lives without merging finances
💬 Financial Transparency: why honesty builds long-term stability
💵 Cash Flow Planning: aligning income and spending in retirement
📊 Separate Accounts: managing assets while planning together
👨👩👧 Family Balance: protecting children and shared goals
⚖️ Ground Rules: setting expectations before you tie the knot
Check out our upcoming workshops:
https://jlperkinswealth.com/attend-an-event/