Combining Finances & Navigating Income with Your SPOUSE!

If you’ve tied the knot, you know that it can bring 𝗮 𝗹𝗼𝗮𝗱 𝗼𝗳 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 to your life.
What you may not have considered is how much your portfolio and income strategies can change too. Figuring out how to merge your finances with your spouse’s can sometimes feel far from a honeymoon! 💍
Along with marriage and money, this 71st episode of 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙏𝙖𝙡𝙠 𝙬𝙞𝙩𝙝 𝙀𝙧𝙞𝙘 𝙆𝙚𝙖𝙧𝙣𝙚𝙮, tackles some of the most pressing questions clients have, such as:
❓When to take social security
❓Who is best fit for annuities
❓And if we can still 𝗿𝗲𝘁𝗶𝗿𝗲 𝗲𝗮𝗿𝗹𝘆! ⏰
If these questions resonate with you, and if you’re serious about your financial future and are curious about working with advisors who are 𝗲𝗾𝘂𝗮𝗹𝗹𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱 in it, then dive into this episode and more on our channel! 📺
Timestamps are below for your convenience!
𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 👇
00:00 INTRO
01:45 The income plan
02:50 How marriages impact income strategies
06:25 When to take Social Security
09:07 Get your financial blueprint!
10:55 Pensions vs 401(k)s
12:22: Can we still retire early?
15:07: Are you serious about your finances?
17:30: Come in and work with us!
19:13 Let’s talk annuities
22:26 Who is the best fit for annuities?
24:31 Building an advisor relationship
27:03 OUTRO
𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to address? Head to👇🏻
www.retirementwealthllc.com/c...
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If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞!
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⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
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#incomestrategy
#annuities
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