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Losing a spouse if very difficult, but it can be made even more difficult if the surviving spouse doesn't have a financial plan. In this episode of Joe Knows Retirement, Joe talks about the tough topic of losing a loved one and shares things you should know so you can make sure they're taken care of if you pass. He talks about the widow's penalty and shares strategies you can incorporate to lessen the burden it could leave on your spouse.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
4.6
1515 ratings
Losing a spouse if very difficult, but it can be made even more difficult if the surviving spouse doesn't have a financial plan. In this episode of Joe Knows Retirement, Joe talks about the tough topic of losing a loved one and shares things you should know so you can make sure they're taken care of if you pass. He talks about the widow's penalty and shares strategies you can incorporate to lessen the burden it could leave on your spouse.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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