Ready For Retirement

Investing for Longevity When There's a Spousal Age Gap

April 12, 2022 James Conole, CFP® Episode 106
Ready For Retirement
Investing for Longevity When There's a Spousal Age Gap
Show Notes

In this episode of Ready for Retirement, James discusses how to invest for longevity when there's a spousal age gap.

Questions Answered: 

  • What would change if one spouse predeceased the other? 
  • How would your income and portfolio be impacted? 
  • What are the considerations when planning around one spouse predeceasing the other?

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