📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/
📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html
More couples are entering marriage later in life with established careers, children from previous relationships, and financial lives they prefer to keep separate. Ryan breaks down how couples can still build a unified retirement plan without combining accounts. If you’ve ever wondered how to “team up” financially while keeping your money separate, this conversation gives you a blueprint.
Here’s what we discuss in this episode:
💍 Later-Life Remarriage: unique challenges couples face when they maintain separate assets
📖 Ground Rules & Transparency: sharing enough financial info to build a real plan
📜 Estate Planning Essentials: wills, trusts, prenups, and protecting blended families
🧭 Advisor as Mediator: how a planner provides objectivity and reduces emotional friction
Visit us online: https://blackoakam.com/
Phone: (470) 508-0508
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Schedule a call with Ryan: https://speakwithryan.com/
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Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
