Planning for Unique Situations in Retirement


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Feb 27 2025 12 mins   3

On this episode, Eric dives into the complexities of crafting a personalized retirement strategy. While many face the same general retirement concerns, each individual’s situation is unique, requiring tailored solutions.


We’ll explore real-life scenarios like age gaps and separate finances, highlighting the specific challenges people encounter when planning for the future.


Here’s some of what we discuss in this episode:



  • What changes with planning when you and your spouse have an age gap?

  • The things you have to plan for if you want to retire early.

  • How we help couples who keep their finances separate.

  • Rebounding from divorce and building your finances back up for retirement.


Get in touch with the Peterson Financial team: https://petersonfg.com/