🔧 Build a Sturdier Financial Future. Book Your Consultation: https://mitchlyonswealth.com/retirement-consultation/
Retirement planning questions don’t always come neatly packaged, and sometimes the most valuable insights come from real-world scenarios. In this episode, Mitch digs into a handful of listener questions that highlight some of the most common (and important) decisions people face as retirement approaches. Stay tuned to see what you can learn today!
Here’s some of what we discuss in this episode:
💑 Social Security: Spousal benefits can provide income, even without a work history
⚖️ Pension Strategy: Survivorship options and “pension max” can reshape income outcomes
👫 Financial Transparency: Both spouses should understand the full financial picture
🌳 Long-Term Care: Early planning opens up more flexible and cost-effective solutions
0:00 – Intro
0:24 – Social Security spousal benefits explained
2:05 – Pension options and survivorship decisions
5:13 – Why both spouses should be involved
7:02 – Long-term care planning and timing
Resources
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