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Is Your Spouse Financially Okay If You Pass?
Season 1 ยท Episode 97

Is Your Spouse Financially Okay If You Pass?

Joe Knows Retirement ยท Joe Schmitz Jr.

December 2, 202420m 45s

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Show Notes

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.

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