Sep 6, 2024
Most people are focused on their family when it comes to planning, and there are some primary issues that need to be addressed ahead of time. In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® joins the show to tackle critical issues head-on. This episode offers a wealth of knowledge on managing finances in challenging times and ensuring a secure financial future for your loved ones.
Here’s some of what we discuss in this episode:
- The financial problems people face when they lose their spouse.
- How planning today can help solve the income gap problem you might face in the future.
- Many people overlook taxes when planning for kids and grandkids.
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