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Love and finances often intertwine in unexpected ways, especially in later-life marriages.
From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations.
In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to help navigate the complex decisions surrounding later-life marriages.
Peter discusses:
Connect with Peter Raskin:
Schedule a Time with Peter Raskin:
This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
By Peter Raskin4.8
44 ratings
Love and finances often intertwine in unexpected ways, especially in later-life marriages.
From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations.
In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to help navigate the complex decisions surrounding later-life marriages.
Peter discusses:
Connect with Peter Raskin:
Schedule a Time with Peter Raskin:
This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

3,220 Listeners