You’ve Saved Enough, but Will Your Surviving Spouse Continue to Spend? | Episode 32
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You’ve Saved Enough, but Will Your Surviving Spouse Continue to Spend? | Episode 32
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In many high-net-worth households, one spouse naturally takes the lead as the primary financial quarterback. While this works well during the accumulation years, it often creates a significant challenges later in retirement. On this episode of Retirement Tax Matters, Garrett Crawford, CFP® and Adam Reed discuss the psychological gap between having a multi-million dollar portfolio and having the actual confidence to spend it, especially for a surviving spouse who has been less involved in the family finances.
Click Here to get our FREE 5 step tax planning framework for High-Net-Worth Retirees between $2M-$8M
Timestamps:
(00:00) - Introduction and Guilty Spending Habits(02:55) - Helping Your Spouse Spend in Retirement(06:15) - The Scarcity Mindset in Surviving Spouses(09:10) - Addressing Annuities(13:10) - Simple vs. Complicated Financial Products(15:20) - Forced Income for Surviving Spouse(19:35) - MFJ vs Single Filer(24:10) - Finding the Right Advice(28:15) - Next Steps: Tax Planning Checklists and Projections
Disclosures Here