My Ex Has Your Inheritance... Ep # 357

Published: July 15, 2024, 8 a.m.

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When was the last time you checked your beneficiaries on your retirement account? After listening to today\\u2019s episode, I guarantee you\\u2019ll be logging in to verify.

In the retirement headlines segment, we\\u2019ll check out a Yahoo Finance article titled \\u201dThey Broke Up In 1989, But Now His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account After Nearly 40 Years.\\u201d How\\u2019s 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.\\xa0

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

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