EPISODE · Jun 5, 2026 · 25 MIN
The Widow Penalty and Social Security
from Overtime Earnings · host Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
Ken Handy and Dave Baker discuss one of the most overlooked retirement risks facing married couples: the “widow penalty.” They define the term and share details that are important in the planning process to ensure you've accounted for the surviving spouse. PPG-8852000.1(05/26)(exp.05/30)
What this episode covers
Ken Handy and Dave Baker discuss one of the most overlooked retirement risks facing married couples: the “widow penalty.” They define the term and share details that are important in the planning process to ensure you've accounted for the surviving spouse. PPG-8852000.1(05/26)(exp.05/30)
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The Widow Penalty and Social Security
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