Financial Planning for Marriage, Separation, and Singlehood - 515

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 4 February 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? That’s today on Your Money, Your Wealth® podcast 515 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Famous Missourians want to know, how much is enough for retirement, and when can you take your foot off the gas? Can Paul with the Big Wallet Bridge the long gap between retiring and claiming Social Security benefits? And can Aspiring Adventurer in Oregon retire single at age 58?

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Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

00:44 - Financially Speaking, Should Old Bear Marry His Honey? (Northern Kentucky, near Cincinnati, OH)

08:20 - Navigating Finances When Separating from Your Spouse (Sebastian, VA)

14:52 - Watch Going Solo: Navigating Your Financial Future Single on YMYW TV, Download the Going Solo Guide for free

15:22 - How Much is Enough for Retirement? When Can We Take Our Foot Off the Gas? (JC Penney & Laura Ingalls Wilder, Kansas City, MO)

28:10 - How to Bridge the Long Gap Between Retirement and Social Security (Paul with the Big Wallet)

38:29 - Calculate your free Financial Blueprint

39:00 - Can I Retire at Age 58? Where to Save? Should I Do a Roth Conversion Ladder in Retirement? (Aspiring Adventurer, OR)

50:49 - YMYW Podcast Outro

Transcript

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0:00.0	Financially speaking, should Old Bear in Northern Kentucky marry his honey?
0:04.7	How can Sebastian and Virginia navigate his separation?
0:08.3	That's today on Your Money, Your Wealth podcast number 515.
0:12.1	Plus, famous Missourians want to know how much is enough for retirement and when can you take your foot off the gas?
0:18.2	Kim Paul, with the big wallet wallet bridge the long gap between retiring and
0:22.1	claiming his social security benefits. And can aspiring adventurer in Oregon retire at age 58?
0:28.5	Click or tap Ask Joe and Big Al on air in the episode description to send in your money questions
0:33.4	or to get your own retirement's pitfall analysis. I'm executive producer Andy Last, and here are the hosts of Your Money, Your Wealth,
0:41.1	Jill Anderson, CFP, and Big Al Clopline CPA.
0:44.8	All right, let's get right to it.
0:46.4	We got old bear and this honey, Big Al.
0:48.3	Okay, Northern Kentucky, huh?
0:50.0	All right, and I discovered YMYW after I exited the workforce 15 months ago and I've been
0:55.0	binging your podcast ever since. It's the only podcast that I've listened to more than three
1:00.6	times. Dang, that's pretty good. That's saying a lot, Joe. Three times. Yeah.
1:06.8	I can't believe how much I enjoyed listening to you while I'm working out, trying to stave off
1:11.1	the Grim Reaper as long as possible. In an older episode, Joe said he wanted to expand the range
1:15.8	of questions, and he specifically mentioned relationship advice as a topic he wanted to explore.
1:21.0	So here goes, should I marry this lady?
1:24.8	Oh. See, I'm expanding our horizons. Well, why not?
1:28.1	This will be fun.
1:29.0	Yeah, relationship advice.
	...

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