Losing a spouse changes everything — including one of the most important, and least forgiving, financial decisions you'll ever make. This week on The Get Ready for the Future Show, we help a recent widow figure out how survivor Social Security benefits actually work, and why the "wait until 70" advice you've heard doesn't apply the same way here. Plus three more questions from listeners:

Turning 73 next year — can charitable giving help offset the tax hit from your RMD? Just started making real money in your business — SEP-IRA or defined benefit plan, what's actually the right fit? $8,000 in credit card debt across three cards — snowball or avalanche, which one actually gets you to zero?

Real questions, answered in plain English. Subscribe for more straight talk about retirement, investments, and your money.

#retirementplanning #financialadvisor #socialsecurity #survivorbenefits #creditcarddebt #QCD #financialindependence

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör GenWealth Financial Advisors. Innehållet i podden är skapat av GenWealth Financial Advisors och inte av, eller tillsammans med, Poddtoppen.