Unlocking Your Financial Future

Ep 46: Handling Finances After the Death of a Spouse

August 13, 2020

It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one passes away.

 

Read more and get additional financial resources here: https://www.baschrock-fg.com/podcast/ep-46-handling-finances-after-the-death-of-a-spouse/ 

 

On today's show:

2:22 – A somber topic

3:08 – A difficult but necessary conversation

4:25 – The number one financial question after losing a spouse

6:17 – Immediate financial challenges after losing a spouse

7:00 – How to handle pensions

7:40 – What to know about social security

8:39 – How will it affect your taxes?

10:06 – Why it’s important to meet with both spouses

11:09 – A widow in a tough financial position

12:26 – A smooth transition