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Is Your Retirement Plan Built for the Younger Spouse?

 

What changes when one spouse may spend decades longer in retirement than the other? Patrick Keenan explores the unique challenges facing couples with an age gap, from Social Security and healthcare to investment strategy and inflation. He discusses planning for a longer retirement horizon, creating income “buckets,” considering long-term care needs, and factoring the surviving spouse into estate and legacy decisions. It’s a look at why retirement planning for two people may require thinking beyond the older spouse’s timeline

The Preserve Money Show

Listen in each week to The Preserve Money Show, hosted by retirement planning professional Patrick K… 

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