Retirement Preparedness and Planning Lessons: EDU #2545
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Retirement Preparedness and Planning Lessons: EDU #2545
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About this listen
Chris’s SummaryJim and I explore retirement preparedness through a listener’s experience navigating a sudden medical diagnosis, relocation for care, and the challenges of bringing an uninvolved spouse up to speed. His reflections on estate planning, account access, and survivorship highlight how fragile assumptions can be—especially around health and timelines. The story reinforces our emphasis on […]
The post Retirement Preparedness and Planning Lessons: EDU #2545 appeared first on The Retirement and IRA Show.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.