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Retirement strategies for singles

Season 2 Episode 33

Retirement strategies for singles

There’s a growing trend of people going through retirement alone. Whether it’s because of the loss of a spouse, the rise in divorces among baby boomers, or entirely by choice, more and more retirees are going through their golden years solo. In this episode of ÃÛѨÊÓƵ’ Everyday Wealthâ„¢, Jean is joined by wealth planners Andy Smith and Isabel Barrow to talk about the challenges of retiring alone and what you can do to prepare for a less stressful solo retirement. Then, Jean is joined by Rodney Weaver, a director of estate planning at ÃÛѨÊÓƵ, to discuss options for solo retirees to help prepare financially for the rest of their lives. Ìý

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Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has an incentive to endorse ÃÛѨÊÓƵ and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

This show is prerecorded and any callers are prescreened.

The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical and market information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a financial advisor to help determine the best options for your particular circumstances.

The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only. Neither ÃÛѨÊÓƵ nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.


Jean Chatzky

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Meet the Host: Jean Chatzky

Jean Chatzky came to personal finance not as an economist or a financial planner but as a journalist who dug into the topic of money to get her own money in order as well as to earn a paycheck. She has the innate ability to take the complicated world of money and explain it in ways we can all understand. And this has never been more important than now because we all have more responsibility for our financial lives than any generation that came before us. Aside from hosting Everyday Wealthâ„¢, Jean is the CEO of HerMoney.com and host of the podcast HerMoney with Jean Chatzky. The financial editor of NBC's TODAY show for 25 years and the financial ambassador for AARP, she appears frequently on CNN and MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal bestselling author.