Jun 5, 2026
In this episode, Nick and Eric break down what it really means to plan for retirement as a single. They discuss the unique challenges that come with being single, from financial decision-making to long-term care and income planning. The conversation highlights why being proactive is critical when there’s no partner to share responsibilities. It’s a thoughtful look at how to build confidence and clarity heading into a solo retirement.
Here’s what we discuss in this episode:
👤 Solo Planning: Retirement decisions require more intention without a partner
🧾 Social Security Strategy: Timing and options look different for single filers
🏥 Long-Term Care Risk: Having a plan in place is critical when you're on your own
📉 Tax Planning Counts: Roth conversions can create long-term flexibility
📘 Start With A Plan: Clarity comes from putting the right structure in place
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