Losing a spouse is one of the most devastating experiences. Finances are the last thing on your mind. But, if you don't plan, financial stress could cripple your freedom to mourn in peace.
Jaeden May from Adams Wealth Advisors outlines what to do when you lose a spouse and how to plan beforehand to make the unfortunate transition as easy as possible on you and your family.
*Connect with Jaeden here:*
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*Life Insurance Policy Locator*
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A Health Savings Account is an incredibly powerful way to supercharge your retirement wealth. The triple tax advantage of HSAs is hard to ignore, and in this video, we'll show you 4 easy ways to put your HSA on steroids. We go over the important tax benefits and investment options. Don't miss out on this smart saving strategy!
Here is a list from Health Equity of Qualified Medical Expenses (QME):
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Erik@TheRetirementNerds.com
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This video is NOT sponsored.
The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.
⏰ TIME CODES ⏰
0:00 A Team Effort
3:30 Your Support Team
8:08 Important Financial Accounts
10:21 Life Insurance
14:12 Employer Pensions
16:14 Beneficiaries
20:14 Social Security Benefits
22:44 Revisit Your Plan
28:25 Remarriage
30:52 Single
32:10 Just the Start
33:30 Disclosures
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#estateplanning #financialplanning #90daysfromretirement
Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Adams Wealth Advisors. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
Make Smart Money Decisions After the Death of Your Spouse
Теги
social security90 days from retirement90 days until retirement90 days before retirement90 days til retirement90 days to retirementadams wealthadams wealth advisorsadams financial plannerssocial security survivor benefitssocial security spousal benefitsfinancial planningfinancial advicefinancial educationestate planningdeath of a spousewhat do I do when my spouse dieswhat do I do if my partner dies
