Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Phil's Tax Hacks · Sep 14, 2023 · 20m

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.

Here are some of the things we’ll address in this episode:

0:00 – Intro

2:02 – The two main financial issues you face

5:24 – Solving for the income gap

10:16 – Taking care of kids and grandkids

14:55 – Why you have a trust

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