Your Money & Your Life Podcast

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What Happens Financially After the Loss of a Spouse?

July 16, 2020

Times like these may make you think more soberly and realistically about if something tragic were to occur. How do you prepare financially for the inevitable of one spouse passing away? We’ll take you through the important considerations on this episode.


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Today's show schedule: 

0:27 - Don shares about his holiday.

3:01 - What happens after the loss of a spouse financially?

5:16 - What does it look like when only one spouse takes care of the financial plan?

6:58 - What can people do ahead of time to prepare?

9:08 - What tax changes will happen after a spouse dies?

11:37 - Mailbag: Is this a good time to buy bonds?

16:10 - Do you know your risk tolerance as well as your goals?