Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Phil's Tax Hacks
English - September 14, 2023 09:01 - 20 minutes - 27.8 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Next Episode: The Universal Truths in Retirement Planning (Part 1)
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
Here are some of the things we’ll address in this episode:
0:00 – Intro
2:02 – The two main financial issues you face
5:24 – Solving for the income gap
10:16 – Taking care of kids and grandkids
14:55 – Why you have a trust
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