In this episode, Jeremy Nelson and Gary Nolan discuss the complexities of love and finances for older couples entering new relationships, often referred to as gray unions. They explore the financial implications of merging assets, the importance of clear communication about finances, and the need for strategic planning in retirement, especially regarding 401k options and healthcare costs. The conversation also touches on unconventional retirement strategies, including the risks of relying on lotteries and reverse mortgages.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

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