Mastering Money 5/1/25

Mastering Money

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It’s known as the Widow’s Penalty—the financial shock of what happens when a husband dies who has been handling the investments and the tax returns. Suddenly, income goes down, taxes go up—yes, I’ll explain that-- and expenses remain about the same. In the Market Intel segment, We’ll review 3 steps to take now to avoid or diminish the impact of the Widow’s Penalty in your financial plan for retirement, then we'll review investment strategies that are built for this type of crazy market…MASTERING MONEY is not the air!!

129 episodes

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