Apr 4, 2025
Getting engaged later in life is an exciting time, but it requires different financial planning conversations. With blended families, different retirement timelines, and evolving goals, couples in this situation face unique challenges. Jake and Nick break down how your relationship with money changes as retirement nears and why your financial plan should evolve right alongside it.
Here’s what we discuss in this episode:
📊 Your investments need a new job—income, not just growth
🏦 Assign purpose to each dollar to reduce risk and increase clarity
⏳ The closer you are to retirement, the more planning matters
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