• How to Approach Finances in a Second Marriage Later in Life

  • 2025/04/04
  • 再生時間： 11 分
  • ポッドキャスト

How to Approach Finances in a Second Marriage Later in Life

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  • Getting engaged later in life is an exciting time, but it requires different financial planning conversations. With blended families, different retirement timelines, and evolving goals, couples in this situation face unique challenges. Jake and Nick break down how your relationship with money changes as retirement nears and why your financial plan should evolve right alongside it.

    Here’s what we discuss in this episode:

    📊 Your investments need a new job—income, not just growth

    🏦 Assign purpose to each dollar to reduce risk and increase clarity

    ⏳ The closer you are to retirement, the more planning matters

    Our website: https://johnsonbrunetti.com/

    Phone: 800-208-7233

    Contact our team: https://johnsonbrunetti.com/contact-us/

    Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

    Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

    Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

    Check us out on YouTube: https://bit.ly/3CcAzai
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あらすじ・解説

Getting engaged later in life is an exciting time, but it requires different financial planning conversations. With blended families, different retirement timelines, and evolving goals, couples in this situation face unique challenges. Jake and Nick break down how your relationship with money changes as retirement nears and why your financial plan should evolve right alongside it.

Here’s what we discuss in this episode:

📊 Your investments need a new job—income, not just growth

🏦 Assign purpose to each dollar to reduce risk and increase clarity

⏳ The closer you are to retirement, the more planning matters

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai
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