Retirement Planning Tips for Age Gap Couples

Married couples with a sizable age difference face unique challenges relating to retirement. I discuss the issues including how age gap retirement impacts social security decisions, asset distributions, and other financial matters. I also talk about the psychological and social effects of one spouse retiring as the other maintains full-time employment.

Rebalance Your Portfolio to Stay on Track

Market fluctuation continually impacts your investment portfolio. I discuss why rebalancing is essential to keeping you within your risk tolerance.

Relocate to Reduce Your Tax Burden

State Income tax rates vary widely. I discuss how moving your primary residence can significantly reduce the amount of tax you pay while employed or in retirement.

Program Length: 50 minutes

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