EPISODE · Apr 12, 2022 · 26 MIN
Investing for Longevity When There's a Spousal Age Gap
from Ready For Retirement · host James Conole, CFP®
In this episode of Ready for Retirement, James discusses how to invest for longevity when there's a spousal age gap.Questions Answered: What would change if one spouse predeceased the other? How would your income and portfolio be impacted? What are the considerations when planning around one spouse predeceasing the other?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
Embed this episode
What this episode covers
In this episode of Ready for Retirement, James discusses how to invest for longevity when there's a spousal age gap. Questions Answered: What would change if one spouse predeceased the other? How would your income and portfolio be impacted? What are the considerations when planning around one spouse predeceasing the other? We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners LET'S CONNECT! Facebo...
NOW PLAYING
Investing for Longevity When There's a Spousal Age Gap
No transcript for this episode yet
Similar Episodes
No similar episodes found.