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Divorcing In Retirement: 3 Steps You Should Take
Manage episode 451927601 series 2991025
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Navigating the transition of divorce can be challenging, especially when it occurs right before or during retirement. That’s why this week on Wisdom and Wealth, we’re going to share 3 immediate steps you’ll want to take during this pivotal time: first, understanding your flow of income; second, evaluating your net worth; and third, updating your beneficiary designations.
In moments like divorce, having the right team by your side can make all the difference. Tune in for valuable tips on seeing the big picture, avoiding costly mistakes, and navigating these life-changing decisions with confidence.
Here are the points we discuss in today’s show:
0:00 – Intro
2:10 – Figuring out your flow of income
5:31 – Understanding your net worth
8:24 – A beneficiary review
10:50 –Social Security benefits + Final takeaways
Resources for this episode:
Donna’s book, A Guide to Widowhood + other resources
https://www.donnajeankendrick.com/a-guide-for-widowhood
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
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