• Episode 21 - The 80 year old mother with a big problem

  • Sep 19 2024
  • Length: 43 mins
  • Podcast

Episode 21 - The 80 year old mother with a big problem

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  • Summary

  • In this episode of the Superman Podcast, co-hosts Matthew and Lionel discussed their recent experiences, strategies, and client cases. They explored various financial scenarios, including the challenges of maintaining a large family home as people age and the pros and cons of downsizing for retirees. They also discussed strategies to maximize pension benefits and protect assets for a client with a disabled son, considering options such as special disability trusts and testamentary trusts.

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