Retirement Ready

Family Matters When It Comes to Finances


Listen Later

Your money and your nest egg have a direct effect on so much of your life, especially those you hold dear. Today we talk about what happens in a family, particularly when someone has passed away, and the financial impact that can have. Losing a spouse is an emotionally devastating experience, and amidst the grief, the financial implications can add another layer of stress.

 

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

  • Overcoming the most significant financial challenge after the loss of a spouse.
  • Understanding the tax implications.
  • Why estate planning is so vital.
  • What a balanced financial strategy looks like.
  •  

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

    ...more
    View all episodesView all episodes
    Download on the App Store

    Retirement ReadyBy Eric Peterson

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    5 ratings


    More shows like Retirement Ready

    View all
    Allworth Financial‘s Money Matters by Allworth Financial

    Allworth Financial‘s Money Matters

    845 Listeners

    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    443 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    806 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,289 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    539 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    751 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    543 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    678 Listeners

    The Boldin Your Money Podcast by Steve Chen

    The Boldin Your Money Podcast

    197 Listeners

    Retire With Purpose - The Retirement Podcast by Casey Weade

    Retire With Purpose - The Retirement Podcast

    584 Listeners

    Retirement Quick Tips with Ashley by Ashley Micciche

    Retirement Quick Tips with Ashley

    51 Listeners

    Retire Today by Jeremy Keil

    Retire Today

    65 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    824 Listeners

    RETIREMENT MADE EASY by Gregg Gonzalez

    RETIREMENT MADE EASY

    38 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    993 Listeners