My Ex Has Your Inheritance… Ep # 357

Retirement Starts Today

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

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• Dive deeper into retirement planning with Ben at www.RetirementIncome.University

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