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The Meaningful Money Personal Finance Podcast

Strategies for planning around an Age Gap

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 26 October 2022

⏱️ 25 minutes

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0

Hi folks, and welcome to the meaningful money podcast.

0:02.1

This is season 23, episode seven.

0:12.9

Hello, hello, once again.

0:14.3

Welcome back and welcome back, Roch.

0:15.8

Hi, Pete. How's it going?

0:17.6

Yeah, doing very well, actually.

0:19.0

Johnny, good. I'm glad to hear that.

0:21.0

That's, uh, it's nice when somebody responds positively to how it's going.

0:24.1

Because usually it's like, yeah, all right.

0:27.2

Not from you. You're always positive.

0:28.5

Yeah, of course.

0:29.3

Some people are always like, yeah, fine.

0:32.3

It's like, no, I'm not going to ask you.

0:33.8

Yeah, but the world is a bit like that at the minute of those, you know, challenging times for sure.

0:38.2

Look, the problem with writing and producing a show like this is that we have to kind of be all things to all people.

0:43.6

And obviously by extension, we need to talk in fairly generic terms.

0:48.4

And from that, I think comes the tendency to reflect a kind of, quote,

0:53.2

normal financial situation, as if such a thing actually exists.

0:57.8

It doesn't, no, it definitely doesn't.

0:59.5

Each family situation is completely different.

1:01.5

And today, we want to cover the challenges of and strategies for financial planning.

1:05.6

Withers an age gap between partners.

...

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