Key Topics for Couples Considering Retirement

May 5, 2019 – In today’s Lifetime Income show, we discuss important topics that should precede the decision to retire. Without these conversations, couples can retire prematurely, experience budget stress in retirement, or run out of retirement funds. Jim and Chris also discuss Social Security ramifications, health considerations, and whether one spouse should retire sooner or later than the other. This is an episode of Lifetime Income that will give confidence to anyone thinking about this very important decision. Lastly, to help put these changes into context, we look at the following case study, view the embedded file below or see PDF here.