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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Jul 24, 2017

So you find yourself retiring in a second marriage? This week’s episode is full of useful information and fascinating stories about one of the most complicated family situations: Second marriages.

There is so much to consider: Social Security benefits, pensions, other benefits, children, houses, long-term care insurance, and much more.

Steps you need to take before you have a second, or subsequent, marriage:

  • Take a good look at the person you are marrying, including their financial situation.
  • Consider your current situation, including any benefits that come from your previous marriage.
  • Meet with an experienced, knowledgeable estate planner to explore all of the possibilities.

Highlights include:

  • How community property states are different.
  • Why a prenuptial agreement is a good idea, especially for second and later marriages.
  • The most overlooked aspect of financial planning for second marriages.  You don’t want to miss this!

You won’t want to miss a minute of the conversation about this oh-so-important topic.

Do you have a question for Devin and John?  Send them to questions@bigpictureretirement.net.

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