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Investing for Longevity When There's a Spousal Age Gap

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Manage episode 325288872 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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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208 episodes

Artwork
iconShare
 
Manage episode 325288872 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 ⬇️

Get Started Here.

  continue reading

208 episodes

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