Description
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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.
Hereβs what we discuss in todayβs show:
π Remarriage & Retirement: blending lives without merging finances
π¬ Financial Transparency: why honesty builds long-term stability
π΅ Cash Flow Planning: aligning income and spending in retirement
π Separate Accounts: managing assets while planning together
π¨βπ©βπ§ Family Balance: protecting children and shared goals
βοΈ Ground Rules: setting expectations before you tie the knot
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https://jlperkinswealth.com/attend-an-event/