Unasked Retirement Questions You Shouldn’t Ignore

2024-12-12

There are plenty of obvious questions about retirement planning that everybody knows they should be asking. Then, there are other questions that aren't exactly enjoyable to think about. For example, it’s not easy to consider how taxes and income might shift after losing a spouse, how losing the ability to drive could lead to new financial and social challenges, or whether relying on your children for care in old age is realistic. Yet, these are necessary things to ask yourself as you build a plan. Tune in to this episode with Eric, as he breaks d...

There are plenty of obvious questions about retirement planning that everybody knows they should be asking. Then, there are other questions that aren't exactly enjoyable to think about.

For example, it’s not easy to consider how taxes and income might shift after losing a spouse, how losing the ability to drive could lead to new financial and social challenges, or whether relying on your children for care in old age is realistic. Yet, these are necessary things to ask yourself as you build a plan.

Tune in to this episode with Eric, as he breaks down some frequently unasked retirement questions that are very important to consider.

Here’s some of what we discuss in this episode:

Downsizing in retirement
How taxes change when you must file as single
The financial impacts of losing the ability to drive
Not just assuming that your kids are on board with taking care of you in old age

Get in touch with the Peterson Financial team: https://petersonfg.com/

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