• Navigating Financial Decisions After Losing a Spouse | Episode 75

  • 2025/05/01
  • 再生時間： 19 分
  • ポッドキャスト

Navigating Financial Decisions After Losing a Spouse | Episode 75

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  • In episode 75 of Accessible Finance, we address an emotional and critical listener question from someone who has recently lost a spouse and feels overwhelmed with financial decisions. The discussion covers key initial steps such as pausing big decisions, getting organized, securing income sources, and the importance of involving trusted financial professionals. We discuss the tax implications of going from married filing jointly to single, handling RMDs, updating beneficiaries, and social spending's impact on well-being. Tune in for expert advice and insights aimed at helping those navigating this challenging time.


    00:00 Introduction and Listener Question

    00:56 Initial Steps After Losing a Spouse

    01:55 Organizing Financial Documents

    02:37 Dealing with Scammers and Predatory Behavior

    05:47 Tax Implications and Financial Planning

    07:02 Meeting with a Financial Professional

    14:23 Adjusting Beneficiaries and Budget

    16:11 Social Spending and Emotional Well-being

    18:19 Key Takeaways and Final Advice
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あらすじ・解説

In episode 75 of Accessible Finance, we address an emotional and critical listener question from someone who has recently lost a spouse and feels overwhelmed with financial decisions. The discussion covers key initial steps such as pausing big decisions, getting organized, securing income sources, and the importance of involving trusted financial professionals. We discuss the tax implications of going from married filing jointly to single, handling RMDs, updating beneficiaries, and social spending's impact on well-being. Tune in for expert advice and insights aimed at helping those navigating this challenging time.


00:00 Introduction and Listener Question

00:56 Initial Steps After Losing a Spouse

01:55 Organizing Financial Documents

02:37 Dealing with Scammers and Predatory Behavior

05:47 Tax Implications and Financial Planning

07:02 Meeting with a Financial Professional

14:23 Adjusting Beneficiaries and Budget

16:11 Social Spending and Emotional Well-being

18:19 Key Takeaways and Final Advice
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