Opening Up The Financial Mailbag: Legacy Planning, Pensions, & Two Mortgages

This week we’re opening up the mailbag to tackle questions that were sent in from viewers. There’s a good chance that one of these questions touches on a topic that you’re curious about as well.
Addressing these real-world scenarios gives us chance to explain how we help individuals navigate their unique retire-ment planning challenges. Whether it's estate planning for blended families, deciding between pension options, or manag-ing rental properties, we’ll provide guidance and clarity on topics that many people will have to face.
What questions do you have about your finances? Reach out to us and let us know!
Here’s some of what we discuss in this episode:
0:00 - Intro
1:15 - Legacy planning challenges for blended families
6:33 - Deciding between a lump sum or a monthly income pension
11:00 - Partners in a marriage not on the same page on when to retire
16:23 - Having two mortgages in retirement
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