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 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

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.