Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started

In many relationships, one spouse naturally takes the lead when it comes to investments, retirement planning, and long-term financial decisions. But what happens if that person is suddenly gone?

In this episode of Retiring Canada, we discuss the challenges couples can face when one spouse handles most of the finances and why both spouses should feel informed, involved, and supported.

You will learn why many surviving spouses change advisors after losing a partner, the importance of communication and trust within an advisory relationship, and how proper financial planning extends far beyond simply managing investments. We also share a powerful real world story that highlights the emotional and practical realities families face after the loss of a spouse.

We also discuss why DIY investors may face additional challenges in preparing their spouse to confidently manage finances in the future.

This episode is for retirees, couples, and families who want to ensure both spouses feel financially informed, prepared, and supported no matter what the future holds.

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EPISODE RESOURCES:
📊 Work with Michael: https://fundamentalwealth.ca/get-started

💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter

👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide

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🌐 Retiring Canada Website: https://www.retiringcanada.ca

📘 Surviving Spouse’s leaving their Advisor