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Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

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Manage episode 380266714 series 3469417
Content provided by Scott Searles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Searles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

  continue reading

134 episodes

Artwork
iconShare
 
Manage episode 380266714 series 3469417
Content provided by Scott Searles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Searles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

  continue reading

134 episodes

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