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Investing for Longevity When There's a Spousal Age Gap
Manage episode 325288872 series 3307298
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?
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Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
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Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
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Create Your Custom Strategy ⬇️
208 episodes
Manage episode 325288872 series 3307298
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!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
208 episodes
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