Retirement Realities: Divorce, Inheritance, Advisors, and Everything In Between

About this episode

This episode addresses a variety of listener questions regarding financial decisions related to retirement and major life events.

In this episode, we tackle a wide spectrum of listener questions about retirement, divorce, inheritance, taxes, investing, and paying for big life events. If you’ve ever wondered how to navigate financial decisions when everything happens at once, this conversation is for you. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA…

Topics covered

• retirement
• divorce
• inheritance
• taxes
• investing

Keywords

• financial decisions
• listener questions
• big life events
• navigating finances
• retirement planning

Mentioned in this episode

Places: the State of Ohio

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