Friday Aug 04, 2023
Maintaining financial stability when a couple becomes a single
Life can throw us some tough challenges, and one of them is when a couple becomes a single person, especially in their golden years. In this podcast, we'll tackle this issue head-on.
We explore how it affects your age pension and share savvy tips on securing your financial well-being, whether you're dealing with the passing of a partner or a breakup.
Now, here's the key – getting your partner involved in money decisions early can make all the difference. And we'll break down the nitty-gritty of survivor benefits like social security and pensions, so you're not caught off guard.
We'll also help you take a good look at your current living situation and explore the smart idea of downsizing to get ready for whatever life throws your way.
So, if you want to navigate the ups and downs of financial stability during life's transitions, join us. We're here to ensure you and your loved ones have a secure future.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
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