Planning for Unique Situations in Retirement

On this episode, Eric dives into the complexities of crafting a personalized retirement strategy. While many face the same general retirement concerns, each individual’s situation is unique, requiring tailored solutions.

We’ll explore real-life scenarios like age gaps and separate finances, highlighting the specific challenges people encounter when planning for the future.

Here’s some of what we discuss in this episode:

• What changes with planning when you and your spouse have an age gap?
• The things you have to plan for if you want to retire early.
• How we help couples who keep their finances separate.
• Rebounding from divorce and building your finances back up for retirement.

Get in touch with the Peterson Financial team: https://petersonfg.com/