Overview
Episode overview:
In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, and Tyler Andrews explore how to align your plan with your partner’s goals and protect each other along the way:
🔹 Coordinating Social Security and pension choices with survivor benefits in mind
🔹The survivor reality: income may drop, taxes can rise, and expenses often don’t fall as much as you think
🔹 Blended families, “fairness,” and protecting your legacy
🔹 Why both partners need a seat at the table (and a trusted backup driver🚗)