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Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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Strategies for planning around an age gap
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Strategies for planning around an Age Gap

October 26, 2022

Each family situation is different, and each raises unique financial considerations that need to be addressed. Today we want to cover the challenges of and strategies for financial planning where there is an age gap between partners.

Everything you need to KNOW

  1. A relationship of partners of different ages ‘stretches’ the timescales
  2. Defines roles quite differently
  3. Often relationships with age gaps are second relationships for the older partner

Everything you need to DO

  1. Define what each of you wants
  2. Think in terms of ‘stages’
  3. Be frank about care and death
  4. The younger partner needs providing for
  5. Maximise the time earlier

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Filed Under: Build Wealth, Enjoy Your Money, Get Started, Podcast, Season 23 - Strategies for...

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      It IS possible for anyone to achieve their goals, whether financial or otherwise, by following some pretty basic rules.

      Hopefully what you’ll find here are simple tips and tricks to help you in your financial planning. If I can help in any way, email me here, or contact me via the SocMed links below.

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