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What Happens When You're the Surviving Spouse? episode artwork

EPISODE · May 1, 2025 · 16 MIN

What Happens When You're the Surviving Spouse?

from Successfully Retired · host Hamilton Brandenburg

Many couples are blessed to enjoy decades together in retirement enjoying life's golden years.   But what happens if one spouse concludes their retirement much sooner than the other?   Tune in as Rick Luchini and I talk about how this affects tax, investment and income plans, as well as how people can be prepared for the worst, which has the effect of helping us actually think about worst-case scenarios less and enjoy guilt-free the time we have, knowing all of our bases are covered.   learn more at https://brandenburgFS.com

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What Happens When You're the Surviving Spouse?

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How long is this episode of Successfully Retired?

This episode is 16 minutes long.

When was this Successfully Retired episode published?

This episode was published on May 1, 2025.

What is this episode about?

Many couples are blessed to enjoy decades together in retirement enjoying life's golden years.   But what happens if one spouse concludes their retirement much sooner than the other?   Tune in as Rick Luchini and I talk about how this affects tax,...

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