This conversation delves into the complexities of estate planning, highlighting common pitfalls and the importance of proactive planning. The hosts discuss the emotional and financial implications of losing a spouse, the significance of updating beneficiary designations, and the impact of taxes on estate planning. They also explore alternative investment strategies and the nuances of social security decisions for couples with age gaps. The discussion emphasizes the need for clear communication and comprehensive planning to ensure financial stability and peace of mind in retirement.
Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/
See omnystudio.com/listener for privacy information.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies!
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!