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Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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The Financial Implications of Losing a Spouse

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Manage episode 378864293 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

No one likes to think about it, but most likely, one spouse will outlive the other one. Today, we talk about some of the financial implications that come up after one spouse passes and how to be prepared ahead of time.

Did you know your income, expenses, and tax bracket will all change after one spouse dies? This could make a big difference on how you approach your retirement savings. Having a plan in place will make it much easier on the remaining spouse when the time comes.

Here’s what we discuss on today’s show:

What problems have Troy and Alan seen following the loss of a spouse?

What can you do to plan ahead?

What mistakes do people make due to poor planning?

Get additional financial resources here: https://mercurioadvisors.com/podcasts/

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 378864293 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

No one likes to think about it, but most likely, one spouse will outlive the other one. Today, we talk about some of the financial implications that come up after one spouse passes and how to be prepared ahead of time.

Did you know your income, expenses, and tax bracket will all change after one spouse dies? This could make a big difference on how you approach your retirement savings. Having a plan in place will make it much easier on the remaining spouse when the time comes.

Here’s what we discuss on today’s show:

What problems have Troy and Alan seen following the loss of a spouse?

What can you do to plan ahead?

What mistakes do people make due to poor planning?

Get additional financial resources here: https://mercurioadvisors.com/podcasts/

  continue reading

63 episodes

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