EPISODE · Mar 22, 2022 · 19 MIN
Ep # 70: Who Knew Your Spouse's Age Could Complicate Retirement Planning?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
The key to any successful financial plan is making sure you use reasonable assumptions. An age gap between spouses can have an impact on irrevocable decisions such as: when to retire, the best time to elect Social Security, pension decisions, and estate planning - just to name a few! In this podcast episode, Adam and Ben discuss how an age disparity in couples can impact your financial life and why it's important to make conservative assumptions if you are in this situation. Tracking # T003745Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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The key to any successful financial plan is making sure you use reasonable assumptions. An age gap between spouses can have an impact on irrevocable decisions such as: when to retire, the best time to elect Social Security, pension decisions, and estate planning - just to name a few! In this podcast episode, Adam and Ben discuss how an age disparity in couples can impact your financial life and why it's important to make conservative assumptions if you are in this situation. ...
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Ep # 70: Who Knew Your Spouse's Age Could Complicate Retirement Planning?
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