My Ex Has Your Inheritance… Ep # 357
Update: 2024-07-15
Description
When was the last time you checked your beneficiaries on your retirement account? After listening to today’s episode, I guarantee you’ll be logging in to verify.
In the retirement headlines segment, we’ll check out a Yahoo Finance article titled ”They Broke Up In 1989, But Now His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account After Nearly 40 Years.” How’s that headline for clickbait? It certainly got me to click!
Make sure to stick around to hear how a reverse mortgage could play a part in your retirement planning.
Outline of This Episode
- [1:52 ] How an ex-girlfriend ended up with a million-dollar retirement account
- [5:53 ] My takeaways
- [9:07 ] Using reverse mortgage in a positive way
- [14:45 ] Things to be wary of
Resources & People Mentioned
- The Retirement Podcast Network
- Yahoo Finance article
- Wade Pfau
- BOOK - Die with Zero by Bill Perkins
Connect with Benjamin Brandt
- Get the Retire-Ready Toolkit:http://retirementstartstodayradio.com/
- Follow Ben on Twitter:https://twitter.com/retiremeasap
- Join the newsletter: https://retirementstartstodayradio.com/newsletter
- Dive deeper into retirement planning with Ben at www.RetirementIncome.University
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