Planning for Retirement When You Marry Later in Life

NOV 12, 202513 MIN
My Retirement Clarity with Lee Perkins

Planning for Retirement When You Marry Later in Life

NOV 12, 202513 MIN

Description

Meet with us: http://talkwithjlp.com πŸ“š Looking for more financial education? Check out πŸ‘‰ 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: πŸ’ Remarriage & Retirement: blending lives without merging finances πŸ’¬ Financial Transparency: why honesty builds long-term stability πŸ’΅ Cash Flow Planning: aligning income and spending in retirement πŸ“Š Separate Accounts: managing assets while planning together πŸ‘¨β€πŸ‘©β€πŸ‘§ Family Balance: protecting children and shared goals βš–οΈ Ground Rules: setting expectations before you tie the knot Check out our upcoming workshops: https://jlperkinswealth.com/attend-an-event/