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Considering marriage in your 50s or 60s? While it's a time for new beginnings and happiness, it can also introduce unique financial challenges. In this episode, Lee shares expert insights on navigating retirement planning when two lives- and two sets of finances- come together. Discover how honest conversations today can strengthen your relationship and ensure your legacy for the future.
Here’s what we discuss in today’s show:
💍 Remarriage & Retirement: blending lives without merging finances
💬 Financial Transparency: why honesty builds long-term stability
💵 Cash Flow Planning: aligning income and spending in retirement
📊 Separate Accounts: managing assets while planning together
👨👩👧 Family Balance: protecting children and shared goals
⚖️ Ground Rules: setting expectations before you tie the knot
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