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

𝗜𝘀 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘂𝘀𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂? 𝗠𝗼𝘀𝘁 𝗮𝗿𝗲𝗻'𝘁, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝗰𝗲𝘀 𝗰𝗮𝗻 𝗯𝗲 𝗱𝗲𝘃𝗮𝘀𝘁𝗮𝘁𝗶𝗻𝗴.

On this week's RichLife Retirement Show, Beau Henderson and Bruce Steinbrock discuss the 𝗳𝗶𝘃𝗲 𝗰𝗿𝘂𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗲𝘃𝗲𝗿𝘆 𝗰𝗼𝘂𝗽𝗹𝗲 𝗺𝘂𝘀𝘁 𝗵𝗮𝘃𝗲 about money and retirement planning. 

•  Why income typically drops by ONE-THIRD when a spouse passes, yet taxes often INCREASE for the survivor
•  How to create a specific "Plan B" that protects your spouse if you pass away first
•  The importance of understanding each other's money styles and aligning financial values
•  Why legacy planning starts with your surviving spouse, not just children or charities
•  How the 𝗥𝗶𝗰𝗵𝗟𝗶𝗳𝗲 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗥𝗼𝗮𝗱𝗺𝗮𝗽 addresses these concerns to create confidence, not confusion

Don't leave your loved one vulnerable. Tune in to learn how proper planning now can protect your spouse later.

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Disclosures:
* Not associated with or endorsed by the Social Security Administration or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If, as an example, you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

** RichLife Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

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