In today’s show, we’re going to open up the listener mailbag and answer questions about pension selections, questions about the challenges you could face if there’s an age gap between you and your spouse, and then discuss the hidden costs you might not be seeing in your retirement income.
Tag: legacy planning
Retire to Escape a Bad Job, Downsize Prior to Retirement, Gifting Now or Later, No Financial Worries – Mailbag Episode
We’re back with another mailbag episode for today’s show! We’re here to answer financial questions from listeners just like you. Stick around and see what strategies you can learn from today’s show.
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.