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Mastering Money 5/1/25

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Content provided by IQ Wealth Management and Steve Jurich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IQ Wealth Management and Steve Jurich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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!!
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129 episodes

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Mastering Money 5/1/25

Mastering Money

48 subscribers

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 02, 2025 16:26 (18h ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 480088607 series 1129321
Content provided by IQ Wealth Management and Steve Jurich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IQ Wealth Management and Steve Jurich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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!!
  continue reading

129 episodes

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