Mar 16, 2023

No matter how much you plan or how well you prepare, life can sometimes stand in the way. You never know what the future has in store, and plans can change at a moment’s notice, leaving us with life’s other retirement plan.

In this episode, Nancy will share some of the conversations she’s had recently with new retirees who have faced difficult and unexpected life changes. It’s never easy, but that’s where an advisor can come in and provide support and guidance. In these examples, we’ll talk about Social Security and spousal benefits. 

As we age, it can be difficult to come to terms with how we feel versus how we might be perceived, and we want to share a recent post on social media that really connected with us.

Here’s some of what you’ll learn in this episode: 

• Unexpected things that happen in retirement can change our entire plan. (1:47)
• Accessing your spouse’s Social Security benefits. (7:11)
• How the spousal benefits work. (10:15)
• Keeping the right perspective as we age. (16:22)