Cover your assets
Retirement Repair Shop with Mary Beth Franklin
English - March 15, 2022 13:00 - 31 minutes - 29.2 MB - ★★★★ - 28 ratingsEducation Business Investing retirement social security investmentnews investing mary beth franklin medicare money finance financial advice financial podcast Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Women’s longevity and leaving a legacy
Next Episode: The key to working with female clients: Listening
Women often find themselves alone in old age, whether due to widowhood, divorce or never having married. As women control an increasing share of financial assets and real estate, it is crucial that they pay attention to how those assets are titled to ensure continued control in the event of divorce or remarriage. Splitting retirement assets can be very complicated. With Mary Beth to discuss how women can “cover their assets” is Pui Kalyanamitra, regional vice president, Transamerica.
Download the Checklist: Helping You With Divorce Decisions One Step at a Time