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Retirement Starts Today

Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Now displaying: Page 1
Jul 15, 2024

When was the last time you checked your beneficiaries on your retirement account? After listening to today’s episode, I guarantee you’ll be logging in to verify.

In the retirement headlines segment, we’ll check out a Yahoo Finance article titled ”They Broke Up In 1989, But Now His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account After Nearly 40 Years.” How’s that headline for clickbait? It certainly got me to click!

Make sure to stick around to hear how a reverse mortgage could play a part in your retirement planning. 

Outline of This Episode

  • [1:52] How an ex-girlfriend ended up with a million-dollar retirement account
  • [5:53] My takeaways
  • [9:07] Using reverse mortgage in a positive way
  • [14:45] Things to be wary of

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