Five Crucial Conversations Every Couple Must Have About Money and Retirement - EP 026

31/03/2025 50 min
Five Crucial Conversations Every Couple Must Have About Money and Retirement - EP 026

Listen "Five Crucial Conversations Every Couple Must Have About Money and Retirement - EP 026"

Episode Synopsis

๐—œ๐˜€ ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜€๐—ฝ๐—ผ๐˜‚๐˜€๐—ฒ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น๐—น๐˜† ๐—ฝ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ฒ๐—ฑ ๐—ณ๐—ผ๐—ฟ ๐—น๐—ถ๐—ณ๐—ฒ ๐˜„๐—ถ๐˜๐—ต๐—ผ๐˜‚๐˜ ๐˜†๐—ผ๐˜‚? ๐— ๐—ผ๐˜€๐˜ ๐—ฎ๐—ฟ๐—ฒ๐—ป'๐˜, ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ผ๐—ป๐˜€๐—ฒ๐—พ๐˜‚๐—ฒ๐—ป๐—ฐ๐—ฒ๐˜€ ๐—ฐ๐—ฎ๐—ป ๐—ฏ๐—ฒ ๐—ฑ๐—ฒ๐˜ƒ๐—ฎ๐˜€๐˜๐—ฎ๐˜๐—ถ๐—ป๐—ด.On this week's RichLife Retirement Show, Beau Henderson and Bruce Steinbrock discuss the ๐—ณ๐—ถ๐˜ƒ๐—ฒ ๐—ฐ๐—ฟ๐˜‚๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฐ๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐˜† ๐—ฐ๐—ผ๐˜‚๐—ฝ๐—น๐—ฒ ๐—บ๐˜‚๐˜€๐˜ ๐—ต๐—ฎ๐˜ƒ๐—ฒ about money and retirement planning.ย ย Why income typically drops by ONE-THIRD when a spouse passes, yet taxes often INCREASE for the survivorย How to create a specific "Plan B" that protects your spouse if you pass away firstย The importance of understanding each other's money styles and aligning financial valuesย Why legacy planning starts with your surviving spouse, not just children or charitiesย How the ๐—ฅ๐—ถ๐—ฐ๐—ต๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฅ๐—ผ๐—ฎ๐—ฑ๐—บ๐—ฎ๐—ฝ addresses these concerns to create confidence, not confusionDon't leave your loved one vulnerable. Tune in to learn how proper planning now can protect your spouse later.To learn more, visit www.RichLifeAdvisors.comConnect with us:https://www.facebook.com/RichLifeAdvisors/https://www.youtube.com/@richlifeadvisors https://www.linkedin.com/company/richlifeadvisors/https://twitter.com/RichLifeAdvisorDisclosure: Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration, or any other government agency. Maximizing your Social Security benefits assumes foreknowledge of your date of death. Claiming later for a higher benefit may result in fewer benefits if you pass away earlier than expected. Investing in securities involves risk, including potential loss.

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