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.
We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for you if you’re concerned with ensuring the financial well-being of your remaining family members and safeguarding your financial future and legacy in the face of loss.
Here are some of the highlights you’ll want to listen for:
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Retirement Planning for PSEG Employees (Part 2)
Retirement Planning for PSEG Employees (Part 1)
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
When It’s Time to Change Financial Advisors
Retirement: Ready Or Not Here It Comes
Spotting Problematic Personalities of Rogue Advisors
Countdown Clarity: Timing Your Retirement Preparations
Effective Communication Between Advisor and Client
Ep 56: France Moves Retirement Age to 64 - What Does This Mean for Us?
Ep 55: How Age And Wisdom Impact Financial Planning
Ep 54: When & How to Rebalance Your Portfolio
Ep 53: Why One-Size-Fits-All Financial Advice Doesn’t Work: Understanding Your Financial Personality
Ep 52: Fore Your Retirement - What Golf Teaches Us About Financial Planning
Ep 51: 10 Point Checklist For Retirement Preparedness
Ep 50: Four Ways the SECURE Act 2.0 Might Impact You
Ep 49: Finding the Right Advisor
Ep 48: Opportunities for Retirement‘s Late Bloomers
Ep 47: Where Financial Advisors Drop the Ball
Ep 46: Wants, Needs & Wishes - Planning Using a Pyramid Approach
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