Questions That Often Go Unasked About Retirement

How Money Works

As we journey through life, certain questions about retirement and financial planning often go unasked until it's too late. On this episode, Craig is joined by Cameron Moser to shed light on these critical issues, offering perspective on the financial challenges that come with aging.

The discussion will cover the realities of downsizing, tax implications after the loss of a spouse, and the importance of planning for long-term care. With insights from over 35 years of experience, Craig shares personal anecdotes and expert advice to help you navigate the complexities of retirement planning. Join us for a conversation that highlights the importance of preparing for the unexpected.

Here’s some of what we discuss in this episode:

• Downsizing and decluttering in life, from your home to your finances.
• Tax and other financial considerations when one spouse passes away.
• The reduction in Social Security income after one spouse dies and how to plan for that.
• Turning your savings into something that produces income.
• Making sure that your kids are on board with your long-term care plans.

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